Watchlist feature request
If you want to take a step making Simplifi more of an enterprise level program, you can make watchlist values more flexible. They can have a default set of values (like the ones you have now). For example, I would get rid of (hide?) 'projected'. Since I don't spend evenly through the month, that value is really wrong for me! I would add on the top line, 'annual budget', which would be 'target' X 12. Then I could easily compare 'year to date' vs 'annual Budget' without always having to pop up my calculator. There would be other values that could be good for other people on the watch list card.
Comments
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@Lee B, thanks for sharing your suggestions for Watchlists with the Community!
I found some existing requests that seem to touch on or cover some of the items you mentioned, so I'd definitely suggest checking them out and adding your vote and feedback accordingly. You can then follow them for updates!
For any additional suggestions you have, the best way to go about requesting it is to create a new Idea post. This will allow other users to vote on your idea! Be sure to be as detailed as possible, as well as only outline and include one suggestion per post. Our FAQ here has more details on this:
I hope this helps get you pointed in the right direction!
-Coach Natalie
-Coach Natalie
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