Spending and Income Tabs in Your Registers: Share your feedback here!
We'd love to hear from our Early Access users on the new Spending and Income tabs! If you experience any issues or have any suggestions or feedback, let us know by commenting below.
Here is the announcement for this new feature:
We also have a support article here with more info on using this feature:
-Coach Natalie
Comments
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Wow, this is sweet!
I did notice that in dark mode in Edge on a Windows 11 machine the categories font is black, making it hard to read.
Expenses on the Repots page is correct:
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer2 -
DannyB, thanks for calling that out. I'll get a bug filed for that. Sorry, we missed it.
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Just saw this, it's useful to see spending and income per account. I am in light mode.
Might be nice to have the date range preserved when you switch accounts — right now the date range on everything is "Dec 1, 2024 to present" by default on all accounts, unclear why.
-Rob
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Rob Wilkens - RobWilkens.com0 -
Really nice addition!! I'd also like both the date range and the tab I was in to persist when switching accounts.
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Another thing I see now: the Spending tab has options for pie chart / bar graph, but Income doesn't. Is that the intended behavior?
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And I added some columns but that didn't persist either. That should definitely be fixed please…
Edit: and I'd LOVE if you would include the Reviewed column. That way if I look at spending in a certain category (let's say) I will know if those transactions are actually supposed to be in that category (if they aren't marked Reviewed, then I'll want to check and possibly change them.)
Thank you!
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Agreed, my 2c is that the transaction activity panel should use the same column config and capabilities (like multi-edit) as the 'transactions' tab; that is what makes this useful, being able to edit transactions in the same way from the same place but in report view.
right now it's really just s shortcut to the report (which is nice by itself, don't get me wrong…) but the change in behavior/capabilities based on the tab selected is an unexpected behavior.
Also agreed on the dates - it seems they always default to last 12 months
This would be another good use for the 'saved reports' that has been on the list.. the user could select a 'saved report' with whatever filters, that could then be selected as thedefault view for for instance the Spending tab on Account A… feature request here
https://community.simplifimoney.com/discussion/87/saved-reports-edited-13-merged-votes#latest
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Agree with others that it would be nice to have the date range, as well as the filters/view persist so you can keep your preferred configuration on these tabs.
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I'm glad we're on the same page! Hope Simplifi can implement our requests :)
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