Feedback on projected balance, entering transactions, and reconciling (edited)

Walter.louro · April 21

Hello.

I'm using Simplifi and Classic simultaneously while I get used to Simplifi. I like that Simplifi is faster, but have found that it's not as intuitive as Classic…..to me anyway.

Suggestions:

Please add a "projected balance" display option next to the "total balance" display. Having to go to projected cash flow to see a projected balance is unneeded if it were already displayed
Is there a way to also include the ability to enter transactions using a register line item format instead of it opening a separate dialog box to input a new transaction?
Is there anything in the works to add a one step reconcile function to Simplifi?

Thank you

SRC54 · April 21

I'll take a stab on Bullets 2 & 3.

You cannot add a transaction "in-line" as you can with Quicken Classic, but you can edit most of the items "in-line" once it has been entered.

As for a reconcile feature, it is considered unnecessary in Simplifi as the balance for connected accounts is always what the bank says minus any pending transactions that you've downloaded or entered manually. But you may want to add your vote to this feature request:

https://community.simplifimoney.com/discussion/156/add-a-reconcile-feature-edited-1-merged-vote

Welcome to the community!

Feedback on projected balance, entering transactions, and reconciling (edited)

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