Top 10 Transaction and Account Management Feature Requests

UrsulaA

Check out the most requested ideas to help manage transactions. Vote for an idea if you find it beneficial for your use case.

Using splits (multiple categories) in Recurring Transactions (4 Merged Votes) (simplifimoney.com)

Split transactions should be treated as separate transactions (2 Merged Votes) (simplifimoney.com)

Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote) (simplifimoney.com)

Show the last Sync Date/Time and Status for connected accounts [edited] (13 Merged Votes) - Page 2 — Simplifi (simplifimoney.com)

Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes) (simplifimoney.com)

Ability to Link multiple Transactions to a single Recurring Bill at one time (edited) - Page 2 — Simplifi (simplifimoney.com)

Ability to schedule account updates [edited] (1 Merged Vote) (simplifimoney.com)

Full Payee descriptions are needed (edited) (simplifimoney.com)

Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote) (simplifimoney.com)

Transfers should show the word "Transfer" in the Category column (simplifimoney.com)