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Discussion List

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  28

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  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Active UrsulaA 330 views 20 comments 28 points Most recent by Max1223 January 14Feature Requests
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  Ability to see a Total for all Planned Spending Items (Original & Current) [edited]

  Active rosalynraelyn 411 views 27 comments 59 points Most recent by Lee B January 14Feature Requests
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  36

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  More detailed CSV Exports (original name and description, flags, reviewed, check number)

  Active dave_sxxxxx 293 views 10 comments 36 points Most recent by Gerald January 14Feature Requests
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  Use aggregator access link for GoldenState ScholarShare 529

  Active Pieter 440 views 14 comments 20 points Most recent by javier_sainz January 14Report Missing Financial Institution
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  172

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  Avoid MFA every single time by "trusting the browser" or "remembering this device" (edited)

  Active AlexB 916 views 50 comments 172 points Most recent by RobWilk January 14Feature Requests
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  78

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  Add an HSA Investment account type (edited)

  Active MDG39518 677 views 18 comments 78 points Most recent by johnnyjoesifer January 14Feature Requests
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  27

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  Debt tracking on a graph/report (edited)

  Active hmlee08 206 views 9 comments 27 points Most recent by RobWilk January 14Feature Requests
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  Add DC College Savings Plan Aggregator URL (edited)

  Active dcsaver 74 views 3 comments 2 points Most recent by Coach Natalie January 13Report Missing Financial Institution
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  Please add Service Finance Company

  Active LBUser999 35 views 2 comments 2 points Most recent by mlscns2022 January 13Report Missing Financial Institution
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  QBP: Ability to preview and get URL for Invoice

  Active mattbroffman 9 views 1 comment 1 point Most recent by mattbroffman January 13Quicken Business & Personal Feature Requests
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  Metlife HSA (edited)

  Active FutureEye 143 views 10 comments 6 points Most recent by Robinthemike January 13Report Missing Financial Institution
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  Merged: Connect Amazon Account to Simplifi

  Closed SomeVashonFolks 8 views 0 comments 2 points Started by SomeVashonFolks January 13 Feature Requests
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  Automatically update accounts in the background without having to login (edited)

  Active bobluck 278 views 8 comments 27 points Most recent by llamafilm January 13Feature Requests
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  53

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  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Active RSKadish 537 views 30 comments 53 points Most recent by votr January 12Feature Requests
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  iPad App: Add Swipe Controls (edited)

  Active tmslayton 11 views 1 comment 2 points Most recent by RobWilk January 12Feature Requests
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  Merged: Debt report

  Closed John Dressel 7 views 0 comments 1 point Started by John Dressel January 11 Feature Requests
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  Reports: Add a Comparison View/Report [edited] (4 Merged Votes)

  Active oceandreamer128 926 views 44 comments 90 points Most recent by Coach Kristina January 11Feature Requests
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  25

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  Add Labels to Flags

  Active Flopbot 208 views 16 comments 25 points Most recent by juli7 January 11Feature Requests
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  Ability to run Reports by Flag color (edited)

  Active floridagal 48 views 1 comment 6 points Most recent by juli7 January 11Feature Requests
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  Merged: Add Notes/Memo to Accounts

  Closed T5y6u 9 views 0 comments 1 point Most recent by RobWilk January 11Feature Requests
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  57

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  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 552 views 27 comments 57 points Most recent by RobWilk January 11Feature Requests
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  Merged: Spending Plan - TOTAL Available

  Closed schmidtfamilyxyz 15 views 0 comments 1 point Started by schmidtfamilyxyz January 11 Feature Requests
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  Date Picker Calendars across the app should have a start day of Sunday (edited)

  Active RobWilk 38 views 5 comments 2 points Most recent by Jenny T January 11Feature Requests
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  Notes/Memo field on recurring transaction setup (1 Merged Vote)

  Active jasondmcgee 301 views 20 comments 40 points Most recent by Josh67 January 10Feature Requests
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  Make the Spending Plan look more like a traditional Income Statement (edited)

  Active WMG3 13 views 0 comments 1 point Started by WMG3 January 10 Feature Requests
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  Aggregator URL for Indiana529 Advisor (edited)

  Active hawkinsb 5 views 0 comments 1 point Started by hawkinsb January 10 Report Missing Financial Institution
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  Show "Transfers" or Linked Transactions right next to each other in the Transactions List

  Active System 90 views 12 comments 11 points Most recent by EL1234 January 10Feature Requests
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  Merged: Group Transfers on Transactions List

  Closed Robert H 3 views 0 comments 1 point Started by Robert H January 9 Feature Requests
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 581 views 32 comments 16 points Most recent by SRC54 January 9Feature Requests
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  Add State Farm Investments. Uses Pershing (edited)

  Active User123484u 25 views 2 comments 1 point Most recent by User123484u January 9Report Missing Financial Institution