Cash Flow

Discussion List

• 
  Filters on Cash Flow graph/report should be persistent when modified

  Closed kdwilson 1 view 1 comment 0 points Most recent by Coach Natalie August 2025Feedback
• 
  7

  Up Down
  Ability to view the past in Projected Cash Flow (edited)

  Active Jerrod 22 views 0 comments 7 points Started by Jerrod August 2025 Feature Requests
• 
  Projected Cash Flow Shows Future Months (edited)

  Closed Dick_Davis 31 views 7 comments 0 points Most recent by DryHeat August 2025Projected Cash Flow
• 
  5

  Up Down
  Ability to Select All and Unselect All accounts on Bills & Income > Cash Flow page (edited)

  Active Earlsrock 13 views 1 comment 5 points Most recent by MishaM July 2025Feature Requests
• 
  Past issue with recurring transactions and projected balance still happening? (edited)

  Answered ✓ Closed jaarso 32 views 4 comments 0 points Most recent by Coach Natalie July 2025Getting Started
• 
  Checking Account at Fidelity Brokerage is forced to be Investment Account

  Closed JAXmultiplat 22 views 1 comment 1 point Most recent by SRC54 July 2025Adding and Updating Accounts
• 
  8

  Up Down
  Mobile App: Show Income before Bills on Cash Flow when both land on the same day

  Active Pmrussell892 142 views 5 comments 8 points Most recent by stacyvance June 2025Feature Requests
• 
  Simplifi Projected cash flow for retirees, best practices

  Answered ✓ Closed Bobf 66 views 4 comments 0 points Most recent by DryHeat June 2025Projected Cash Flow
• 
  Merged: Bring the cashflow projection line graph to iPad/tablet Simplifi app.

  Closed AJsAway 11 views 0 comments 2 points Started by AJsAway June 2025 Feature Requests
• 
  Recurring monthly bill not accurately reflected in Cashflow...

  Closed cloudquick 82 views 11 comments 1 point Most recent by Coach Natalie June 2025Troubleshooting
• 
  4

  Up Down
  Projected Cash Flow: Add a different color for 'Transfer' dots (edited)

  Active Flopbot 12 views 0 comments 4 points Started by Flopbot June 2025 Feature Requests
• 
  5

  Up Down
  Ability to see Cash Flow History (edited)

  cloudquick 15 views 5 comments 5 points Most recent by cloudquick June 2025Feature Requests
• 
  How to unapply a recurring payment from the wrong transaction to correct cash flow? (edited)

  Closed cloudquick 71 views 13 comments 0 points Most recent by DryHeat June 2025General Troubleshooting
• 
  Upcoming transactions missing under projected cash flow chart

  Closed mblank78 283 views 28 comments 0 points Most recent by Coach Jon June 2025Projected Cash Flow
• 
  Why is cashflow showing as positive, but account is actually negative?

  Closed cloudquick 24 views 3 comments 0 points Most recent by Coach Jon June 2025Projected Cash Flow
• 
  Cash flow projected balance is incorrect

  Closed Katie Keith 31 views 3 comments 0 points Most recent by Flopbot May 2025Projected Cash Flow
• 
  Deleting a future-dated transaction doesn't update the Projected Cash Flow graph (edited)

  Closed RobWilk 71 views 8 comments 0 points Most recent by Coach Jon May 2025Report a Bug
• 
  Merged: Custom reports on dashboard

  Closed JBThe@rchitech 11 views 0 comments 2 points Most recent by Coach Kristina May 2025Feature Requests
• 
  Incorrect bank balance/transaction sync completely screws up projected cash flow (edited)

  Closed everydave 41 views 5 comments 1 point Most recent by Coach Jon May 2025Adding and Updating Accounts
• 
  -1

  Up Down
  Add Projected Cash Flow to the 'Net Worth' section of the Accounts List (edited)

  Active RobWilk 11 views 0 comments -1 point Started by RobWilk April 2025 Feature Requests
• 
  1

  Up Down
  Tablet App: Reminders Carousel should include projected balances (edited)

  Active RobWilk 22 views 4 comments 1 point Most recent by RobWilk April 2025Feature Requests
• 
  Edit layout of Transactions page

  Closed mapmaker777 12 views 1 comment 0 points Most recent by Coach Kristina March 2025Feedback
• 
  Cash Flow Transaction Ranking

  Closed stacyvance 43 views 4 comments 0 points Most recent by DannyB March 2025Projected Cash Flow
• 
  Remember UI configuration

  Closed noone 21 views 1 comment 4 points Most recent by Coach Natalie March 2025Feedback
• 
  Cash Available View

  Closed JR13 176 views 11 comments 0 points Most recent by DryHeat March 2025Projected Cash Flow
• 
  Turn Off Projected Cash Flow Graph!!

  Closed ptbrown811 11 views 1 comment 0 points Most recent by Coach Natalie March 2025Feedback
• 
  Post recurring (artificial) amortized expenses

  Closed andyqq99 2 views 1 comment 0 points Most recent by Coach Kristina March 2025Projected Cash Flow
• 
  Some vertical axis amount markers are missing from my Projected Cash Flow graph (edited)

  Closed RobWilk 102 views 19 comments 0 points Most recent by RobWilk February 2025Report a Bug
• 
  Using Savings Goals for Quarterly, Semi-Annual, and Yearly Bills

  Closed DryHeat 418 views 11 comments 0 points Most recent by KP_9 February 2025Using Savings Goals