Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

Hey Team!

Loving the recent updates to DARK MODE!!! THANK YOU!!

My idea is this:

I believe the best view for my accounts when I go into the app is as attached. I need to see all of the totals of my accounts, not each individual. At a glance, I just need to know how much cash I have to spend, how much is in savings and how much is in credit card debt. I can drill down if I choose, but at the end of the day the total of all accounts to spend is what I need. 

As to Investments, Property and Loans, I just need to see the totals at a glance. The numbers don't change much and I don't need to look at each account every day. It's just nice to know I have $xxx in investments, $xxx in property and $xxx in loans. Again, I can always drill down if I want, but I would rather see the view from 20,000 feet when I first go into the app. If I need to see more detail, I just lower my altitude.

Now for some people, they would rather see all of their accounts the macro level. That's why I propose under general settings you should have a "default account level view" for each category: Banking, Investments, Property and loans. As you can see I would leave banking to the middle level on mine, while viewing from 20,000 feet on the others. The settings in each category (banking, etc.) should be something like: view all accounts, view account types and totals, view category total. The user would set their defaults and, voilà, you have saved almost all users valuable time.

Please see attached for an example of what mine should look like when I set up my defaults.

Thanks for listening!

Jed

I use an account at Fidelity, that provides check writing privileges, to pay bills and receive paycheck deposits. It does everything I used to use a bank account for. I would like to recategorize this specific Fidelity account as a cash (or bank) account, so that I can track transactions and get all the features that are currently available in Simplifi for bank accounts.

My wife has a state retirement account to which we contribute and all we see are cash contributions and annual interest so I put it as an Asset account but would like it be a Retirement account.  But I need transactions, which right now we cannot do with Retirement Accounts, Investment accounts in Simplifi.

You can already change accounts from checking account types to savings account types.

Why can't you change certain investment account types (for example Money Market Funds) into savings account types?

I have a true Brokerage - Investment account that I personally use solely for "Savings" purposes, because of that i do not include it under my "Investments" category. Because of that I would like to have the option to customize the account type of any account to be able to categorize it elsewhere if needed. Like in this example. I understand that the Simplifi system pulls the initial data from the Institution which is what give it the category, but why are we not allowed to change that for special situations like this? I know it can be done because similar apps allow that as a feature but Simplifi lacks that amount of customization. Could we please have this added? I know i cannot be the only one and this is just one situation but there could be many more.

A simple yet visually pleasing would be to allow custom reordering of sections and subsections as a user pleases. Additionally, there are a few sections and subsections that aren't applicable to me or I don't find them helpful and as a result, they just add extra clutter to an already overwhelming box of numbers. For example, I personally don't have anything to add to the property field, and having that section there is just a visual distraction. Additionally, If I set up a Simplfi Savings Goal within one of my accounts I would prefer to not have a bunch of cluttering subsections underneath with the savings goal number and the available balance number so being able to hide and unhide that would be awesome.

On the accounts overview on the left side of the dashboard, Banking assets are split into their sub-categories (Checking, Savings, Other Banking). However, all "Credit" accounts (Credit Cards, Lines of Credit, Other Credit) are consolidated into the "Credit" category. I would like to be able to see this split up

I would also find this very helpful, although I suspect the ideal solution would be to allow us to choose alphabetical by name or highest to lowest debt

This suggestion exemplifies one I submitted, check it out HERE

As a new user of Simplifi after nearly 40 years using Quicken Desktop, I'm a little disappointed seeing good ideas like this one fall on deaf ears and not implemented after 3.5 years of suggestion. But here I am seeking the best financial management tool after trying many others, such as Mint, Empower, Rocket Money, MoneyDance, and YNB. Everyone of them has something good to offer, and falls short as well.

I think Simplifi has an opportunity here to be what Quicken Classic once used to be. (Great) But they need to respond to what the customer wants.

It would be nice to be able to rearrange the dashboard account lists. Being able to move the credit accounts below the savings and investment accounts would be beneficial to keeping all asset accounts separate from liability accounts.

I would like for the Account Types and Grouping to be customizable much like the Categories. For Accounts like HSAs though technically a checking account, I would like to be able make the type HSA and group them separately from our regular "Cash & Checking". A bonus would be allowing sorting so I don't have to be creative with my account/group names.