Feature Requests

Have an idea to improve Quicken Simplifi? Post it here!

Merged: Enable manual change from a closed account to disconnected

vitus 1 view 0 comments 1 point Started by vitus May 18
2

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Ability to Search for Payees Under "Bills & Payments"

Active Flopbot 28 views 2 comments 2 points Most recent by Flopbot May 18
Merged: Option to mark a bill paid without an accompanying transaction

DannyB 41 views 0 comments 3 points Started by DannyB May 18
remove automatic exclusion

Closed mk_ 32 views 3 comments 0 points Most recent by EL1234 May 17
73

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Annual Planned Spending or other options besides Monthly [edited] (2 Merged Votes)

Active chanceryder25 540 views 26 comments 73 points Most recent by Wedo778 May 17
4

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Adjust the "Sent" and "Received" wording on Transfers Bucket in Spending plan (edited)

Active RobWilk 37 views 0 comments 4 points Started by RobWilk May 17
Merged: spending plan series not every month

mikeb1 1 view 0 comments 2 points Started by mikeb1 May 17
27

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Uncheck "Apply/Set for Past/Existing Transactions" prompt by default [edited] (6 Merged Votes)

Active timmyc123 376 views 19 comments 27 points Most recent by balenblanken May 16
17

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Ability to visualize my data using a Sankey diagram (edited)

Active Pchamb1998 413 views 9 comments 17 points Most recent by njt May 16
4

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Include Categories and/or Tags in "Link to Existing Recurring" dialog

Active ajbopp 42 views 1 comment 4 points Most recent by WillardSB May 16
2

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Ability to add Planned Income in Spending Plan [edited] (2 Merged Votes)

Active EL1234 40 views 3 comments 2 points Most recent by EL1234 May 16
4

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Planned Spending Expense - Hover Amount Should be Unrounded "Spent" Amount (edited)

In Review Veloz 89 views 6 comments 4 points Most recent by UrsulaA May 15
13

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Delete the associated Tag when a Savings Goal is deleted (edited)

In Review pawebb 213 views 8 comments 13 points Most recent by DG1993 May 15
2

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Add a Sandbox Mode (edited)

Active EricG301 25 views 1 comment 2 points Most recent by Coach Jon May 14
6

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Ability to move the chat window around on the screen (edited)

Active sheracr 93 views 8 comments 6 points Most recent by neon45 May 14
2

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Add Emojis/Icons for Categories (edited)

Active MoneySkeets 143 views 8 comments 2 points Most recent by njt May 13
3

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Automatically add new accounts to existing bank connections (edited)

Active Piyush Aggarwal 38 views 0 comments 3 points Started by Piyush Aggarwal May 11
21

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Watchlists that can handle income rather than expenses

Active bleen 90 views 5 comments 21 points Most recent by rdenove May 11
11

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Once a transaction is marked as "Reviewed", do not apply automatic changes (edited)

Active timmyc123 84 views 6 comments 11 points Most recent by ejs May 10
6

Mobile App: Ability to create "Subscriptions" from existing transactions [edited] (1 Merged Vote)

Completed Closed tapierce 111 views 10 comments 6 points Most recent by Coach Natalie May 8
Merged: Sofi Vaults

Proche 1 view 0 comments 1 point Started by Proche May 8
10

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Mirror Savings Buckets that are enabled at the bank level in Simplifi (edited)

Active SimplyB33 256 views 4 comments 10 points Most recent by Proche May 8
Merged: Add "Sort" function to Spending Plan for Displayed Expenses

Kgo 1 view 0 comments 1 point Started by Kgo May 7
55

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Savings Goals should add back to the Spending Plan when used (2 Merged Votes)

Active rayhooker 367 views 25 comments 55 points Most recent by Jerrod May 7
Merged: Add split capabilities to recurring transactions and bills, or entire categories.

JCS 11 views 0 comments 2 points Started by JCS May 4
Merged: Ability to edit the symbols for holdings on connected accounts [Edited]

X. Tao 11 views 0 comments 1 point Started by X. Tao May 4
18

Edit ticker symbol and holdings

Planned bobluck 162 views 11 comments 18 points Most recent by X. Tao May 4
Merged: Option to add ticker symbols manually

Closed brian.marturana 122 views 0 comments 9 points Most recent by X. Tao May 4
8

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Mobile App: Allow "Banking" Dashboard tile to be hidden (edited)

Active Kanda 166 views 10 comments 8 points Most recent by RobWilk May 3
Merged: Separate Bills from Income in Spending Plan

punkorambo 1 view 0 comments 1 point Started by punkorambo May 2

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