Add a Dedicated "Actions Items" or "Needs Reviewed" Dashboard Card (edited)
The Problem:
Currently, Simplifi treats transaction reviewing as a passive task. To see which transactions require attention, users must navigate to the transaction list and manually filter for "Not Reviewed." This adds unnecessary friction and makes it easy for new charges to slip through the cracks without verification.
The Solution:
Please implement a dedicated "Review" screen or mode that prioritizes unreviewed transactions immediately upon login. Competitors like Monarch and Copilot center their experience around this "Inbox Zero" workflow, allowing users to quickly approve or recategorize new activity before moving on. Making the review process central to the UI—rather than hidden behind filters—would significantly improve data accuracy and daily user engagement.
This ensures users have verified their spending before diving into reports or budgets.
Context: After running Simplifi, Monarch, and Copilot simultaneously for over 12 months, I decided to stick with Simplifi. It is the best tool for me overall, but it lacks the above one crucial feature that the others do better and I wish simplifi had it as well.
[edited to correct formatting]
Comments
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I'd definitely use this. If Simplifi wanted to make it more flexible, they could add the option for us to create custom cards, allowing us to define the title and filters for the card, so we could showcase any transactions we choose on the home page/dashboard.
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