Best Of

What-if analysis for loans (edited)

I would leave Quicken for Mac in a heartbeat if the loan What-if analysis was part of Simplifi. It's the only thing missing that keeps me on the desktop version

Dancin-Ted-Danson

6

New Reports: Add an expand/collapse all option (edited)

Absolutely love the new reports beta formatting. It would be great if there were a way to expand/collapse all categories and/or subcategories at once. Bonus if the degree to which it was expanded/collapsed was remembered between sessions (like how it remembers the selected date range between sessions).

Currently, it defaults to all categories, subcategories, and individual transactions fully expanded. I most commonly want to reports to show subcategory totals, so I have to collapse dozens of categories individually every time I visit the page. It takes dozens of clicks to collapse each one individually. Just a minor nitpick for a great new feature.

JoshuaEnthusiasm

5

NEW 11/24/25: Elevations Credit Union-CO returning to.100 error

We are currently seeing an issue with Elevations Credit Union-CO returning a to.100 error in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but we will post updates as soon as we do.

If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.

Thank you!

CTP-15325 // CTP-15341

Coach Jon

6

Re: Add support for Investor360

I had this linked in Simplifi for a year and it stopped working a week ago. Now when searching it says in the institution can't be found. If there a timeline to getting this restored?

Mrhoa

5

Re: Add support for Investor360

Please add this financial institution!
Look forward to update(s) 🤓

geekcred

5

Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

Hello @Dandy,

Since there is already an existing request for the functionality you're asking for, I merged your request with the existing one. This functionality is already in Planned status, but we do not have an ETA for when it will be added. Please bookmark this thread, since any updates, once available, will be posted here!

Thank you!

Coach Kristina

5

Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

Let me categorize and group my accounts however I like. I've got 60+ linked now. Some of my 'checking' accounts are really used for savings. One of my investment accounts is used as a cash/checking account. Maybe I want to separate my accounts from my spouses. Pretax vs. Post tax, etc. I would like to add one of my checking accounts to my credit cards list so I can keep that group of accounts with a positive balance. Some accounts are important, others not so much, etc.

barryh

178

Ability to add and manage Transfer Categories (edited)

I understand there is a category for Transfers but I track multiple types of transfers in my financial life so it would be good to have a category group for transfers of different types. Defaults could be Transfers and Credit Card Payments but we should get the ability to add our own, for example loan payments.

theromm

7

Ability to enter a Start Date for Watchlists (edited)

Hi,

I've been trying out the Spending Watchlist feature, and it looks really nice!

There seems to be one thing missing - the ability to manually choose a "start date" which should be used when calculating averages. As of now it seems to calculate averages based on when you started using Simplifi. What happens if you start having (or tracking) a new type of expense? You would want your Monthly Average to be calculated from that date, otherwise it'll show a much lower average than it should display.

EL1234

6

Add a Report for Transfers (edited)

Now that Transfers has become its own section in the Savings Plan, I think it would be useful to have a Transfers Report.

I'm thinking of something that would list all transfers that have occurred in a given time period. It would be able to filter in various ways

By account from/to and/or from/to (only show transfers from the checking account, regardless of where the transfers went / only show transfers from checking to savings)
Date range

The report would be helpful if it showed an average (like watchlists) of the amount transferred by month, so that number could be plugged into the savings plan and reflected in the cash flow report.

ajbopp

5