Overview

The Simplifi Mobile App now offers a Projected Cash Flow! This feature allows you to see your upcoming Reminders, and gives you a Projected Balance based on each of those Reminders.

Accessing Your Projected Cash Flow

This feature is accessible from the All Transactions View, as well as from the Transactions View for each of your Accounts. Once on the Transactions View, you'll want to select See projected cash flow, located directly below the Upcoming carousel.

Using Your Projected Cash Flow

Once in the Projected Cash Flow section, you'll be able to select which of your Accounts you'd like to view, as well as a Time Range. Each of the Reminders displayed will have a Projected Balance at the end of it, and you'll also see a final Projected Balance for the end of the selected Time Range.

Managing Your Reminders

You can also easily manage the Reminders displayed in the Projected Cash Flow section! You can do so by clicking on the Reminder that you'd like to edit, making the necessary changes, and clicking Update; or, if you'd like to delete the Reminder, you can do so by selecting Delete Reminder. You can also easily link your Reminders to Transactions directly from this section!


Frequently Asked Questions

Learn the answers to frequently asked questions for this topic!

Does the Projected Cash Flow include Planned Spending items?

At this time, the Projected Cash Flow only accounts for Recurring Bill, Subscription, and Income Reminders, as well as upcoming/future-dated transactions, and expected Refunds; it does not include Planned Spending Items from the Spending Plan.

Does the Projected Cash Flow include Savings Goals?

At this time, the Projected Cash Flow only accounts for Recurring Bill, Subscription, and Income Reminders, as well as upcoming/future-dated transactions, and expected Refunds; it does not include Savings Goals.

How are Recurring Credit Card Payments handled in the Projected Cash Flow?

Simplifi considers a Credit Card Payment to be neither an income nor an expense and instead treats these as 'Transfers' since you're just moving money from one account to another. When it comes to Recurring Credit Card Payments, if you use the Category of "Credit Card Payment" or the Category of just "Transfer" for the Recurring Series, you'll see the Reminders displayed in the Projected Cash Flow of the payment account only.

However, if you use a Linked Transfer for the Recurring Series by selecting the receiving account for the Category, you'll see the Reminders displayed in the Projected Cash Flow of both the payment account, as well as the receiving account. Learn more about using Transfers here!


To learn about Projected Cash Flow on the Simplifi Web App, please click here!

Did this answer your question?