Running Balance Column [edited] (3 Merged Votes)

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Comments

  • Frustrated
    Frustrated Member ✭✭

    why was this denied?

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    -Coach Natalie

  • Frustrated
    Frustrated Member ✭✭
    edited January 5

    nope, that's not a real answer. That looks like ideology to me. Simplifi literally advertises "Works with any budget style" on your home page but that's seems to be misleading. It also doesn't answer why its not an option. [removed - disruptive]

    Screenshot 2026-01-05 11.31.14 AM.png
  • Frustrated
    Frustrated Member ✭✭

    Was there any consideration for users that enter their transactions manually?

  • Frustrated
    Frustrated Member ✭✭
    edited January 5

    [removed - disruptive]

  • Frustrated
    Frustrated Member ✭✭
    edited January 5

    [removed - diusruptive]

  • andre98
    andre98 Member

    Summary:
    I’d like a rolling balance column in the transaction history for each account so I can see the account balance after every transaction.

    Problem:
    When reviewing account activity, it’s hard to quickly understand how
    each transaction affected the balance over time. I can see the
    individual amounts, but not the running account total at each point in
    the register. That makes it harder to trace balance changes, verify
    transactions, and understand when my balance increased or dropped.

    Requested Solution:
    Add a rolling balance / running balance column to the transaction history within each account that shows the account balance immediately after each transaction posts.

    Helpful details:

    • Show the balance next to every transaction in date order
    • Update the running balance as transactions are added, edited, or deleted
    • Support sorting behavior that keeps the balance accurate to the displayed order
    • Make it available in both desktop/web and mobile if possible
    • Optionally allow users to show or hide the column

    Why this matters:
    A rolling balance column would make account registers much easier to use
    for reconciling activity, spotting unexpected changes, and
    understanding cash flow inside a specific account, as well as assisting with balancing an account

    Example use case:
    If I’m reviewing my checking account, I want to see exactly what my
    balance was after rent cleared, after my paycheck posted, and after
    smaller purchases hit, without having to calculate it manually.

    Expected benefit:
    This would improve account clarity, reduce manual math, and make
    transaction history more useful for day-to-day balance tracking.