Feature Requests

Discussion List

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  1

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  Add a 'Qualified Dividends' Investment Transaction Action/Type (edited)

  Active neon45 26 views 2 comments 1 point Most recent by WJB July 5
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  6

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  Ability to Add Apple Wallet Accounts from Other iPhones (edited)

  Active csolutions 34 views 2 comments 6 points Most recent by Jenny T July 4
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  5

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  Ability to choose which transaction data to keep when merging transactions (edited)

  Active RobWilk 74 views 8 comments 5 points Most recent by egal July 3
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  2

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  Ability to assign a transaction from one month to a different month's Spending Plan (edited)

  Active Danielle 233 views 10 comments 2 points Most recent by EL1234 July 3
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  8

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  Ability to assign different Payees to Split Transactions (edited)

  Active esender 106 views 5 comments 8 points Most recent by EL1234 July 2
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  Merged: Managing Payees in Settings

  Closed aastol 1 view 0 comments 1 point Started by aastol July 2
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  Merged: Allowing Multiple Payees for One Transaction - Splits (edited)

  Closed aastol 1 view 0 comments 1 point Started by aastol July 2
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  18

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  Ability to Exclude Transactions/Accounts From Watchlists separate from Reports (edited)

  Active TGP 135 views 12 comments 18 points Most recent by sausab June 28
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  Merged: Update vehicle values automatically.

  Closed Hammertime7 1 view 0 comments 1 point Started by Hammertime7 June 26
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  1

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  Ability to add Attachments to each Split (edited)

  Dick_Davis 56 views 5 comments 1 point Most recent by EL1234 June 24
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  5

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  Enter Spending Plan/Budget in Table View

  Active sNashville 400 views 14 comments 5 points Most recent by SRC54 June 24
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  Merged: Annual Budget Report

  Closed pboze 1 view 0 comments 1 point Started by pboze June 24
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  8

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  Mobile App: Show Income before Bills on Cash Flow when both land on the same day

  Active Pmrussell892 140 views 5 comments 8 points Most recent by stacyvance June 24
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  Merged: Referral Program

  Closed Money_Mister 1 view 0 comments 1 point Started by Money_Mister June 24
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  7

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  Add a Referral Program (edited)

  Active mattwikse 191 views 2 comments 7 points Most recent by Money_Mister June 24
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  4

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  Add a checkbox to each month header in Transactions to "select all" for the month (edited)

  Active phixed 11 views 0 comments 4 points Started by phixed June 21
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  Merged: Saving Goals Links for Tranactions

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 2 points Started by HeyJaiBabyIGotUrMony June 21
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  21

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  Add an option to expand/collapse all transaction rows (edited)

  Active Money Manager 183 views 17 comments 21 points Most recent by DannyB June 21
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  Merged: Bring the cashflow projection line graph to iPad/tablet Simplifi app.

  Closed AJsAway 11 views 0 comments 2 points Started by AJsAway June 20
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  8

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  Add Projected Cash Flow Graph to Mobile

  Active TCEnt 100 views 5 comments 8 points Most recent by AJsAway June 20
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  4

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  Add exclusion criteria to Transaction Rules (edited)

  Active Chris.Landry8011 12 views 1 comment 4 points Most recent by DryHeat June 19
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  0

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  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 23 views 4 comments 0 points Most recent by Dick_Davis June 19
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  10

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  Ability to sort by 'Due Date' under All Recurring (edited)

  Active BradleyBenSmith 33 views 3 comments 10 points Most recent by jflores11 June 18
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  2

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  Ability to contribute to multiple Savings Goals at one time (edited)

  Active MelonieH 41 views 1 comment 2 points Most recent by Coach Natalie June 18
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  4

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  Spending Plan Planning Page

  Active DannyB 12 views 0 comments 4 points Started by DannyB June 18
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  Merged: Ability to sort 'All Active' recurring bills by date

  Closed cloudquick 1 view 0 comments 1 point Started by cloudquick June 16
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  0

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  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Active Dick_Davis 23 views 3 comments 0 points Most recent by Dick_Davis June 16
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  6

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  Allow users to specify the order in which Transaction Rules are applied (edited)

  Active DryHeat 16 views 0 comments 6 points Started by DryHeat June 16
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  Merged: Closable "Related News"

  Closed 20THOR18 11 views 0 comments 2 points Most recent by DryHeat June 15
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  4

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  Projected Cash Flow: Add a different color for 'Transfer' dots (edited)

  Active Flopbot 11 views 0 comments 4 points Started by Flopbot June 14