Feature Requests

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

Merged: Roll over unused amounts in spending plan budgets.

GerriC 1 view 0 comments 1 point Most recent by GerriC January 2024
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Add a '100K' Badge to the Asset Accumulator Achievement (edited)

Active elim6 81 views 5 comments 8 points Most recent by UrsulaA January 2024
Merged: Group Transfers

Jurgo 1 view 0 comments 1 point Most recent by Jurgo January 2024
4

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Group transfers and related transactions under one line (edited)

Active Marcin 71 views 3 comments 4 points Most recent by Jurgo January 2024
1

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San Francisco Fire Credit Union OTP app support (edited)

Active yostinso 41 views 0 comments 1 point Most recent by yostinso January 2024
Merged: Exclude spending category from trends and reports

oop 1 view 0 comments 1 point Most recent by oop January 2024
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Ability to set a Start Date for Savings Goals even when a 'Saved so far' amount is used (edited)

Active ajbopp 61 views 1 comment 4 points Most recent by Coach Natalie January 2024
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Community: Allow users to vote on feature requests in the 'Planned' state (edited)

Active SuperBoots 51 views 0 comments 8 points Most recent by SuperBoots January 2024
Merged: Ability to turn on/off live investment for accurate net worth

Eddie0272 1 view 0 comments 1 point Most recent by Eddie0272 January 2024
Merged: Support for Loan Transactions

Pharoiste 1 view 0 comments 1 point Most recent by Pharoiste January 2024
Merged: Functionality to Download Investment Transaction Data

naa 11 views 0 comments 1 point Most recent by naa January 2024
Merged: Spending Plan Reports

Ed Rizzolo 11 views 0 comments 1 point Most recent by Ed Rizzolo January 2024
Merged: Category Groups

Ed Rizzolo 11 views 0 comments 0 points Most recent by Ed Rizzolo January 2024
Merged: Include options to specify Account and/or Date for Planned Spending

Melissa D 11 views 0 comments 1 point Most recent by Melissa D January 2024
Merged: OAuth for Ally Bank and TIAA CREF

BlueWRXPride 1 view 0 comments 1 point Most recent by BlueWRXPride January 2024
Merged: Debt Reduction Planner in Quicken Simplifi

ADzurka 11 views 0 comments 1 point Most recent by ADzurka January 2024
Merged: Rollover

Cwillerton1 1 view 0 comments 0 points Most recent by Cwillerton1 January 2024
Merged: Spending Plan Categories

rjcherian 31 views 0 comments 0 points Most recent by rjcherian January 2024
18

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Move Credit card debt to Debt tab, not Banking

Active jorder 111 views 4 comments 18 points Most recent by Candice318 January 2024
Merged: Monthly Spending

rambyte53 21 views 0 comments 1 point Most recent by rambyte53 January 2024
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Automatically treat transfers to and from PayPal as "Transfers" in Simplifi

Active System 831 views 4 comments 17 points Most recent by AllTheBananas January 2024
Merged: Urgent Feature Request: Enhancing Split Transaction (Separate rows with separate Payee, Not…

Rstar 11 views 0 comments 1 point Most recent by Rstar January 2024
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Ability to apply released Planned Spending funds to a Savings Goal (edited)

Active Emacken 71 views 2 comments 2 points Most recent by Emacken January 2024
Merged: Add last refresh time to accounts

Mike B 1 view 0 comments 1 point Most recent by Mike B January 2024
Merged: Add Renaming rule by phrase

Mike B 1 view 0 comments 1 point Most recent by Mike B January 2024
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Add a Categories/Labels Column to the Investments Portfolio (edited)

Active james01 31 views 1 comment 1 point Most recent by Coach Natalie January 2024
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Ability to add Notes to Investment Holdings and Cash (edited)

Active Randy1234 32 views 0 comments 1 point Most recent by Randy1234 January 2024
Merged: Track Credit Card Rewards

Awoody87 1 view 0 comments 1 point Most recent by Awoody87 January 2024
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Ability to easily drill down or run a report for category spending directly from transactions

Active MBT 31 views 0 comments 2 points Most recent by MBT January 2024
Merged: Set Checking/Savings Accounts Separate from Credit Cards in Dashboard List

krubinow 1 view 0 comments 1 point Most recent by krubinow January 2024

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