Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)

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  • Bgz
    Bgz Member ✭✭✭✭
    edited April 18

    @Coach Matthew@Coach Natalie

    This is great feature. The Simplify AI (Beta) is able to pull an aggregate of credit card balances due for next month and project balance of checking account balance. Please make it easier for us with to do this automatically under bills and income and/or a new credit card Dashboard.
    I realize this is my third post within a week on the same topic and I know Simplify is working on it. Just to emphasize, In my opinion, this small tweak would be the icing on the cake and you can consider this “credit card project” complete.

  • gerard143
    gerard143 Member
    edited April 18

    I appreciate the work on this. But I have to admit…. it takes too many steps to see the info. A good 80% of my cards don't seem to be supported and there is no way to manually add info for the accounts that wont work. Heck Capital One doesn't even show limits. With a top competitor 85% of the my cards show utilization and let me manually set limits and apr with just a click.

    My biggest gripe is not being able to see utilization at a glance. I want to see credit utilization on all cards at a glance on a list with a bar graph like a competitor does a nice job with. Its very cumbersome to have to drill into each specific card, click this, click that just to see utilization. That is not efficient and it does not make easy to see overall utilization easily across all cards.

    How to fix: Leave what you have, but add support for more cards, give us a manual option… and create a dashboard card that shows your card balances with total utilization of each card at a glance.

  • JanB
    JanB Member

    It would REALLY be helpful if we had a report that would show total Planned (Bills plus Planned expenses) versus Actual for a given time period. I especially need this by month by Category.

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