Best Of

Ability to disable the "We found a new recurring item!" prompts (edited)

I don't want to mark any bills as recurring, and I'd rather not be prompted to do this. It's just a feature I don't want to use. Please allow me to turn it off.

the_scottster

5

Add support for Investor360

Please add support for this financial instituion.

https://my.investor360.com/

[added URL]

Ken M

5

Allow ability to remove Credit Score

Once you set up a credit score synch in Q-Simplfi, there is no way to remove it again, or undo it. Would be nice to have the option to back out of this if you change your mind about it.

ajbopp

6

Monitor Multiple Credit Scores

Hi, my family uses Quicken Simplifi to track our household finances. It's awesome that we can have multiple users and aggregate all of our accounts in one place. The credit monitoring feature only supports a single individual today, but it would be great if we could monitor the credit scores for all of our household members in one place. Similar to aggregating all of our accounts in one place, it gives us one place to monitor for any changes to open accounts or any potential concerns. Thanks!

BenTrackingFinances

5

Add Projected Cash Flow Graph to Mobile

I feel it would be beneficial to have the Projected Cash Flow graph on the mobile version also.

TCEnt

5

Ability to see a Total for all Planned Spending Items (Original & Current) [edited]

I absolutely LOVE the planned spending feature. It's really helped me to track how I'm spending toward my budget throughout the month and adjust according. For reference, I currently track all discretionary spending categories in planned spending as a budget zero.

With that said, I was hoping it would be possible to see what the original planned spending total is in addition to the current. Right now, if I track my spending by category and I overspend in one area (i.e. groceries) but I'm still under-budget for spending overall, it only shows me my new total with the overspent category. I'd like to be able to see the original amount and the actual amount (ex. $1200 spent of $1000).

rosalynraelyn

65

More detailed CSV imports (categories, description, notes) [edited]

Currently, the csv import is pretty neutered in that you can only import basic information. At a minimum, Simplifi should support being able to import what it can export. E.g.
accountstatepostedOnpayeecategorytagsnotesamountactionsecuritydescriptionquantitypricecommission
However, I think this should be expanded to all the fields Simplifi supports for transactions (expand export and import).

corefi

49

Mobile App: Ability to add PDF attachments (edited)

Please provide an update on when PDF attachments will be an option in the Simplifi iOS app. The Quicken iOS app now supports PDF attachments. The Simplifi web app supports PDF attachments. However, you can not view them in the iOS app. That makes no sense.
This is 2021, most purchases made online send electronic receipts.
Thank you

stbautomation

23

Reports: Add a Comparison View/Report [edited] (4 Merged Votes)

Would like to see a way to see a monthly comparative view added for income and spending, which shows the amounts separated by month. As well as, be able to designate the months viewed (i.e. Feb to Sept). This would be very helpful in viewing category spending and how it has changed month to month.

oceandreamer128

101

Re: Ability to create a transaction from a Reminder (edited)

For those of us that use manual entry, this would be HUGE. I am new (August 2022) to Simplifi, and am still learning the tricks, but I do think that this would be a super helpful feature to everyone. As I understand it, I create recurring items for the spending plan which creates reminders, and then I still have to manually enter the item manually.

lmallen1129

5