Feature Requests

Discussion List

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  29

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  Projected Cash Flow: One line that represents all selected accounts (edited)

  Active Wayne1500 264 views 26 comments 29 points Most recent by RobWilk October 2025
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  4

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  Automatically delete $0 reminders that are "past due" [Edited]

  Active EL1234 22 views 1 comment 4 points Most recent by MishaM October 2025
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  13

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  Add a Report for Recurring Transactions, or the ability to download them (edited)

  Active 5472sss 192 views 15 comments 13 points Most recent by Coach Natalie October 2025
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  17

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  Planned Spending Expense Series - Allow $0.00 Amount

  Active molehill6804 173 views 11 comments 17 points Most recent by DannyB October 2025
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  5

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  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 52 views 2 comments 5 points Most recent by DannyB October 2025
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  7

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  Make Simplifi's "automatic" actions subject to user control in Settings

  Active DryHeat 43 views 4 comments 7 points Most recent by mluhring October 2025
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  Merged: Running balance for individual banking accounts

  Closed JMQkn 11 views 0 comments 2 points Started by JMQkn October 2025
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  Merged: Add Industry Standard MFA Options

  Closed colearseneault3 11 views 0 comments 0 points Started by colearseneault3 October 2025
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  3

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  Taxes Report Export/Print Display Suggestions (edited)

  Dick_Davis 94 views 10 comments 3 points Most recent by Coach Marcus October 2025
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  4

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  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 21 views 2 comments 4 points Most recent by Coach Natalie October 2025
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  6

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  Add Projected Balance to Headers in Accounts List (edited)

  Active syrilmathai 66 views 6 comments 6 points Most recent by Coach Natalie October 2025
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  111

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  Add an HSA Investment account type (edited)

  In Review MDG39518 1K views 22 comments 111 points Most recent by Marquette42 October 2025
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  193

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  Ability to automatically contribute to Savings Goals [edited] (5 Merged Votes)

  In Review jvipatapat 1.9K views 50 comments 193 points Most recent by DryHeat October 2025
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  6

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  Add Ability to Re-Calibrate Balance in Manual Accounts

  Active SRC54 42 views 3 comments 6 points Most recent by RobWilk October 2025
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  28

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  Ability to Split Categories in Category Rules (edited)

  Active Flopbot 232 views 8 comments 28 points Most recent by mortch October 2025
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  8

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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 62 views 4 comments 8 points Most recent by Jenny T October 2025
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  27

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  Spending Plan: Option to forward 'Left at End of Month/Available' to the following month (edited)

  Active DannyB 802 views 38 comments 27 points Most recent by DannyB October 2025
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  4

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  Mobile App: Persistent Views in Investments (edited)

  Active HappyNorml 12 views 1 comment 4 points Most recent by RobWilk October 2025
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  10

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  Add 457b Retirement Account Type (edited)

  Active Domino82 116 views 8 comments 10 points Most recent by RobWilk October 2025
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  7

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  Mobile App: Ability to drill down from the graph in Reports (edited)

  Active Ashmizen 61 views 2 comments 7 points Most recent by HappyNorml October 2025
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  22

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  Ability to remove 'Related News' from Investments Portfolio

  Active mcnbmcnb 247 views 14 comments 22 points Most recent by HappyNorml October 2025
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  4

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  Add the pop-up bubbles to the Projected Balance Chart's 'In the past' section (edited)

  Active txp 21 views 3 comments 4 points Most recent by Coach Natalie October 2025
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  15

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  Allow multiple mobile phone numbers for notifications (edited)

  Active mJKammert 231 views 11 comments 15 points Most recent by Coach Natalie October 2025
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  Merged: Expand the columns supported for importing transaction data

  Closed ssoko 1 view 0 comments 1 point Started by ssoko October 2025
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  Merged: "True up" spending plan by comparing to average spend

  Closed Andor 1 view 0 comments 1 point Started by Andor September 2025
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  49

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  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Active cobra1316 480 views 24 comments 49 points Most recent by Andor September 2025
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  3

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  Web App: Change the way Projected Cash Flow is plotted for Credit Cards (edited)

  Active TxTerp 74 views 6 comments 3 points Most recent by RobWilk September 2025
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  11

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  Ability to forward receipt emails to Simplifi for automatic receipt tracking

  Active bears007 121 views 3 comments 11 points Most recent by JMWDBA September 2025
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  Merged: Show Sum Total Budget vs. Total Spend in Planned Spend (edited)

  Closed kevindavidgreer 1 view 0 comments 1 point Started by kevindavidgreer September 2025
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  79

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

  Active rosalynraelyn 819 views 59 comments 79 points Most recent by kevindavidgreer September 2025