We have been looking to alternatives for YNAB. What first attracted you to Simplifi, and what did you like about it? (Note: Please report Bugs or suggest new features in the appropriate topic.) I think Simplifi is good for people who want to get a handle on their spending and cash flow, as well as a high level view of their investments and net worth.ġ. Who do you feel is the ideal user for Simplifi (besides yourself!), and what do you think they would use it for?.I think most of that would be pretty straight forward and not change very often. I'm thinking about a more static analysis like a simple pie chart of holdings by broad category: Cash, Bond (short and long), Equity by region. I'm not thinking about daily changes and that sort of thing. It would be nice if some analytics could be applied to the investment page. I haven't found any articles yet with recommended best practices, but it would be nice if the tool could help me out a little bit and help to archive things every year. I haven't done a year end work flow with Simplifi. I worry a bit about saving my transactions on an annual basis for tax purposes. I would like to be able to create an annual plan in Simplifi, that can populate a monthly spending plan with appropriate reporting. I use it monthly to monitor our budget to see how we're doing against our annual plan. I use Simplifi weekly to remind me of upcoming bills and check the cashflow on our checking account. What are you using Simplifi for right now, and what do you hope to use it for in the future? (Seeing where your money goes? Reducing debt? Keeping a monthly budget?).Simplifi does a pretty good job of identifying recurring payments and bills, and assigning repeated transactions to the right categories. I like that Simplifi also learns my spending habits to help create a cash flow projection that is good enough to see pitfalls on the horizon. The Simplifi aggregator worked the most reliably and it required the least immediate input to get started. I tried Mint, YNAB, Personal Capital and a couple others. I started looking at the end of last calendar year and tried several of the online aggregators and trackers. I find the process of reconciling transactions tedious and error prone. The Quicken Mac interface is pretty modern, but the Windows interface hasn't been updated in quite some time. I see that as a theme here, so for Simplifi to succeed, you'll need to broaden the serviced available market beyond former Quicken users. What first attracted you to Simplifi, and what did you like about it? (Note: Please report Bugs or suggest new features in the appropriate topic.).
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