Bills & Payments: Show totals for each account when sorted by account (edited)

Mountain Man
Mountain Man Member
edited August 14 in Feature Requests

As a new user of Quicken Simplifi, my primary goal is to effectively track my expenses. While I am still familiarizing myself with the platform, my experience so far has been positive, though there is always room for improvement.

One area I believe could be enhanced is the "Bills and Payments" section. I appreciate being able to view upcoming bills and charges in the "Overview" tab; however, I would suggest adding a feature to display the "Total" when grouped by account. This would be particularly useful for distinguishing between charges on my credit card and those on my checking account. Being able to see the total cash required in my checking account would help me ensure that I have sufficient funds available, as credit card charges do not require immediate cash from the checking account.

See the image below, it pretty much explain everything.

3 votes

Active · Last Updated