Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)
Comments
-
An option for your HSA is to make it "Other Banking" (you can do this in Settings → Accounts). That would at least move it out of "Cash & Checking."
Anthony Bopp
Simplifi User Since July 2022Money talks. But all my paycheck ever says is goodbye-1 -
Presently, the Dashboard lists Checking, Savings, and Credit cards as Bank Accounts, which totals up to how much more or less money you have than credit card balances. However, to me, Checking/Savings should be listed separately from Credit Cards, so that I can just see how much money I have in the bank, total, regardless of Credit Card balances, and so that I can see my total Credit Card balances, separate from checking/savings balances.
3 -
Personally I like the current logic of the accounts list. I like that I can see all my near horizon daily activity accounts grouped together and my far horizon distant/irregular spending savings accounts grouped together.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
I'm sure many other might have requested this. But Sorting would be super helpful, sorting by spend, balance, value, pretty much anything would be nice. Kind of disappointed that the site can't don't have this function. Doesn't seem to make sense to be me to default and fix the order to list accounts by account name. As far as I know it should be a relative easy to add with a supersized benefit.
0 -
I suppose that order in which accounts are listed on the transactions page makes sense in the minds of software engineers who want to group accounts based on their shared behaviors. But why should that dictate the display order for your users?
The categories that you use for grouping accounts makes sense for some use cases but not others. For example, is my 2018 Zeclat Corvette an asset or an investment? I consider it an investment but your system places it in the Asset category. For me that is a completely random categorization.
What is the point of restricting user's ability to manage the grouping and sequence of accounts in the list? You can see from this thread that there is ample user support for the ability to customize the account sequence. At a minimum, can't you just offer the option to sort accounts alphabetically by name without your somewhat random group categories?
Thank you in advance for listening to your customer base.
0 -
I would like an option to move all Credit accounts from under banking to under Liabilities. Maybe have a setting under account preferences where you can choose to show Credit under Banking or Liability a switch. I want to see my total debt (liabilities under one category).
[Merged Post]
0 -
Never mind 🤨 Rereading the thread, this is about a lot of stuff relating to ordering things in Simplifi… so I withdraw my comment.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
This is a popular topic, here's the best Idea Post to vote for…already has 77 votes.
[Merged Post]
Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.2 -
After adding all my accounts I realized they are all over the place with 0 balances at the top so when logging in the first few that show up are 0. It would be so freaking awesome to be able to see accounts in descending balance order. This would also show if any 0 balanced accounts suddenly have a posted transaction. I have over 20 different credit cards but only use 2. Somehow, one of my others got a transaction posted and because MINT had this feature, that account went to the top and I was quickly aware someone used it and called the card company to find out it was used in a different state. Long story short, if one of the accounts at the bottom ever get used i'll never see unless I go through all the accounts.
Hope this gets added sooner than later.
I live my life one line of code at a time…
0 -
In the mobile app, currently accounts are sorted alphabetically in the categories (Cash&Checking, Credit, etc).
It would be very useful to have the option (preferably default) to sort the accounts by the value of the accounts. Positive accounts to be sorted high to low and negative accounts (like debt) to be sorted lowest to highest. Essentially sort by high to low by absolute value.
[Merged Post]
0 -
The feature request already exists and has over 80 votes. With more votes, the changes for consideration rise.
[Merged Post]
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
0 -
I have a few Investment accounts which I have set to a Type of "529 Plan" and "UGMA/UTMA". However, these accounts get grouped into "Other Investments" on my Dashboard vs. I also have 401Ks or IRAs that get grouped into Retirement. It would be great to break these out.
1 -
So all these requests from a few years ago and nothing was acted upon?
0 -
Any update on being able to include brokerage accounts in my savings goals?
0 -
@sarakate77, you'll want to navigate to the Idea post you're referring to, which is available here:
Thanks!
-Coach Natalie
0 -
Need ability to create a custom view on the dashboard or account list with only a subset of accounts.
Example:
5 Checking accounts and 10 credit card accounts are linked to my Quicken account.
I'd like to create a custom view on the dashboard that only shows one of those checking accounts and two credit card accounts.
0 -
Just to keep this alive… wit the rise of BTC and other cryptos, you should either add account types "Bitcoin" and "Other Crypto" if you are not going to allow us to create our own. I would also suggest "Art" for people who invest in that and "Precious Metals" for people who take physical possession of their metals, though I think those two account types are far less prevalent.
But 15% and rising of the US public now own crypto. It's time.
0 -
I would LOVE a separate section for crypto. (Thank you, I hadn't even thought of that.) Presently all my crypto "investments" are bunched under "Brokerage" and I think crypto is different enough to warrant a separate section so we will end up with a Brokerage section and a Crypto section.
Right now, I have a Brokerage and Retirement sections that list the value of those, and sprinkled throughout is each crypto position with the value of that position. If we compare apples and apples then I should have a Fidelity with balance, Robinhood with a balance and Coinbase with a balance but instead I have Fidelity, Robinhood and then EVERY position in Coinbase. (Yes, every time I learned about a new coin and received $3.00 worth of that coin that I now cannot sell because I don't have enough for the gas fees.)
Quicken for Windows user since 1994 (After MYM for DOS)
Simplifi by Quicken since 20230 -
checking and savings are both cash accounts. At least there should be an option to sort account types in a way that matches how they are grouped. I would consider the current setup as a bug
0 -
Currently my Simplifi account summary shows Banking organized under the following categories: Cash & Checking, Credit, Savings. It would be great to be able to organize view to sort by different criteria. (This idea applies to Banking, Investments, Assets, Liabilities.) This would be very helpful for spouses using a single Simplifi account with mine, yours, and ours accounts, as well as a number of other applications.
0 -
This has over 100 votes here, why start fresh:
[removed link to merged thread]
—
Rob Wilkens0 -
Hi! I would like to have the option to categorize my HSA as an Investments - HSA instead of the current Investments - Other Investments. I have some post tax accounts in Other Investments because they do not fit any other category and would prefer my pre tax HSA not be in the same grouping.
1 -
Just moved to Simplifi from Mint and I have to agree with allowing the accounts to be organized more intuitively. Here are a few observations:
- Brokerage accounts - Not all brokerage accounts are the same. I would like to separate my schawb account from my employee purchase plan from my crypto, etc.
- Credit cards are not banking. It makes it confusing to see your bank/check totals when the two balances are being added together. If anything credit cards should be under liabilities. At the very least, you should be able to allow Checking, Savings and Cash separate from credit cards.
- Even when changing the account type the sorting does not seem to take. For example, I changed by 529 account to 529, but it refuses to switch from "Other Investments". What's the point of being able to change it in settings if under the Dashboard it decides ignore the category.
- Filtering very low totals would be useful. I don't want to see accounts that are $0 or very low amounts. This could happen with crypto wallets. It's annoying to have to manually "close" the account. A filter would be very useful.
Thanks,
Jose
2 -
It would be extremely beneficial to sort credit account lists by balance. This would help users with a better overview and understanding of their credit balances, and help encourage them to tackle their credit more easily.
For instance, seeing my credit account lists from least to greatest would help me attack my balances using the snowball method, etc.
2 -
HSA as an investment.
I don't even see HSA as an account type today. It is clearly missing.0 -
Indeed, the HSA account type is missing. Vote for it to be added using the idea below.
Add an HSA Investment account type (edited) — Simplifi (simplifimoney.com)
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
1 -
Any comment from the product team whether this is under consideration?
0 -
Hi there should be a way to change the order the way the different accounts are listed. (Just like the way to change the Dashboard order).
Accounts are listed apparently in the way you created them, or some other logic. But in my personal case, I would like them to be listed (settings/accounts) from the ones I use the most, to less. And when creating transactions, accounts should respect this order
many thanks0 -
Existing idea - will suggest a merge: [removed link to merged thread]
Always better to vote on something that already has votes.
—
Rob Wilkens1 -
Hello this articles request something more complex: being able to categorize accounts the way we want.
i asked for something simpler: Just being able change the order the way the accounts are shown… as they are all mixed when I enter to the account menu on every new transaction…Being able to change the order of the Accounts, just like we change the order in the dashboard would be great.
Please let me know
0
