Tell us how you use Simplifi!

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Comments

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    The first post on this thread states "We look forward to hearing from you and welcome all your comments! Once we have enough of them, we’ll give you a report on what you’ve told us!"

    Are there enough comments to see a report? This will be neat. @Coach Natalie @Coach Kristina

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • DavidB
    DavidB Member ✭✭✭

    I'm a refugee from YNAB which I used for about two years. The learning curve of YNAB is huge and it's so focused on zero-based budgeting that I found it very hard to do simple things. I don't live on the edge so I don't need a zero based budget and can absorb unexpected expenses.

    (1) I was attracted to Simplifi because it seemed like a straightforward expense tracking tool. I just wanted something that would recod transactions, let me classify them, and give me some reports.

    (2) I use it to see where my money goes. The biggest deficiency of the product is the lack of a Budget vs. Actual report which seems pretty basic. It is my biggest disapointement with the tool.

    (3) The ideal user is someone who is looking for a relatively simple expense tracker.

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