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Ability to enter a Start Date for Watchlists (edited)

EL1234

Hi,

I've been trying out the Spending Watchlist feature, and it looks really nice!

There seems to be one thing missing - the ability to manually choose a "start date" which should be used when calculating averages. As of now it seems to calculate averages based on when you started using Simplifi. What happens if you start having (or tracking) a new type of expense? You would want your Monthly Average to be calculated from that date, otherwise it'll show a much lower average than it should display.

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Watchlist

Feature Request

Status: Active

Comments

Wedo778

Any updates here? It has been "forthcoming" for 14 months.

nrp06

I'd like to suggest that you implement user defined timespans for the watchlist, in addition to defining account, category etc.

Use cases:

a credit card that has a annual cap on benefits. 5% back on gas up to $X per year. It would be great to have a watch list monitoring this "for the entire year", with the target being per year and not per month.
family vacation, when you define a budget for entertainment, you can create a watchlist for the next 2 weeks, category entertainment, all accounts.

And several other examples.

This would give watchlists a lot of power.

Thank you for considering it.

SRC54

An interesting suggestion. Not sure how I would use it, but maybe others will find it useful. I've given it a provisional upvote. 😀

Par2020

Provide start/stop dates for Watchlist items. Most Payees have different billing cycles than 1st to 31st. Expand Watchlist to monitor expenses based on Payees billing cycle entered by user.

I have one credit card that the billing cycle is the 15th to the 15th. Wanting to watch the spend rate is literally showing one-half of the cycle. This doesn’t help controlling or watching expenses.