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Discussion List

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  Merged: Distribute expense across X months (+ similar options for Series)

  Closed Shkoner 21 views 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  Merged: AI-Powered Auto-Matching for Reimbursements

  Closed JacksonHarding 1 view 0 comments 1 point Started by JacksonHarding November 2025 Feature Requests
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  Reimbursement Tracker

  Active ajbopp 109 views 6 comments 7 points Most recent by JacksonHarding November 2025Feature Requests
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  Bill Connect: ClickPay

  Active elbeh 13 views 0 comments 1 point Started by elbeh November 2025 Report Missing Financial Institution
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  Bill Connect: USAA Insurance (edited)

  elbeh 53 views 5 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution
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  Bill Connect: ExtraSpace Storage

  Active elbeh 13 views 0 comments 1 point Started by elbeh November 2025 Report Missing Financial Institution
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  Bill Connect: Southern California Edison

  elbeh 23 views 3 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution
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  New Financial Institution - WorkSaveRetire

  Active budgetm8 1 view 0 comments 2 points Started by budgetm8 November 2025 Feature Requests
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  Total Shareholder Return (TSR)

  Active ssoko 1 view 0 comments 2 points Started by ssoko November 2025 Feature Requests
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  Add Sharebuilders 401K - Ascensus (edited)

  Active admarkowitz 54 views 6 comments 1 point Most recent by admarkowitz November 2025Report Missing Financial Institution
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  Gift a Simplifi subscription (edited)

  Active cczh 500 views 5 comments 19 points Most recent by TiggerTrainer November 2025Feature Requests
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  Add support for J.Crew Credit Card

  Active surelyshirly 11 views 0 comments 6 points Started by surelyshirly November 2025 Feature Requests
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  Ability to apply a Category Rule to each individual Rule for a Payee (edited)

  Active Flopbot 52 views 2 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Ability to breakdown Reports 'By Account' [edited] (1 Merged Vote)

  Active jsy42 91 views 6 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Savings Goals need an "End Goal" option (edited)

  Active RobWilk 41 views 2 comments 4 points Most recent by RobWilk November 2025Feature Requests
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  Mortgage company not listed in bank options - NewRez (edited)

  Active lglasser 2.3K views 98 comments 52 points Most recent by Robcos November 2025Report Missing Financial Institution
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  Reports: Omit All "Zero" Category Lines When Transactions Are Excluded (edited)

  Active DryHeat 11 views 0 comments 2 points Started by DryHeat November 2025 Feature Requests
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  MCP Server

  Active MtnCreed 147 views 5 comments 0 points Most recent by MtnCreed November 2025Feature Requests
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  Merged: Allow the ability to tie Saving Goals to SoFi vaults

  Closed scribblerjane 11 views 0 comments 1 point Most recent by DryHeat November 2025Feature Requests
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  Mirror Savings Buckets that are enabled at the bank level in Simplifi (edited)

  Active SimplyB33 366 views 8 comments 15 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Compare Sub Categories Over Time

  Closed taque 1 view 0 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 1K views 51 comments 101 points Most recent by RobWilk November 2025Feature Requests
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  North Dakota 529 Aggregator Link (edited)

  Active jmyers98 11 views 0 comments 1 point Started by jmyers98 November 2025 Report Missing Financial Institution
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  Ability to attach files to Savings Goals (edited)

  Active Jessica A 22 views 2 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  Savings Goals: add Notes

  Active BlackNumberOne 72 views 4 comments 14 points Most recent by DryHeat November 2025Feature Requests
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  Add the 'Edit Series' option to the three dot menu of reminders (edited)

  DryHeat 71 views 6 comments 6 points Most recent by SRC54 November 2025Feature Requests
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  Merged: 1098-T Tuition Statement Tax Form

  Closed bethimusprime 1 view 0 comments 1 point Started by bethimusprime November 2025 Feature Requests
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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 51 views 5 comments 4 points Most recent by bethimusprime November 2025Feature Requests
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  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Active RobWilk 31 views 3 comments 2 points Most recent by RobWilk November 2025Feature Requests
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  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 52 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests