Active

50

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Allow a manual update of the balance on manual accounts (edited)

Active scottnliz 3.1K views 28 comments 50 points Most recent by SRC54 September 2025Feature Requests
49

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Report of Current Monthly Spending Compared to Average Over Time (edited)

Active cobra1316 450 views 24 comments 49 points Most recent by Andor September 2025Feature Requests
Merged: "True up" spending plan by comparing to average spend

Closed Andor 1 view 0 comments 1 point Started by Andor September 2025 Feature Requests
67

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Ability to Rearrange or Sort Savings Goals (edited)

Active ccrawford 533 views 30 comments 67 points Most recent by Dick_Davis September 2025Feature Requests
3

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Web App: Change the way Projected Cash Flow is plotted for Credit Cards (edited)

Active TxTerp 58 views 6 comments 3 points Most recent by RobWilk September 2025Feature Requests
11

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Ability to forward receipt emails to Simplifi for automatic receipt tracking

Active bears007 120 views 3 comments 11 points Most recent by JMWDBA September 2025Feature Requests
79

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Ability to see a Total for all Planned Spending Items (Original & Current) [edited]

Active rosalynraelyn 766 views 59 comments 79 points Most recent by kevindavidgreer September 2025Feature Requests
Merged: Show Sum Total Budget vs. Total Spend in Planned Spend (edited)

Closed kevindavidgreer 1 view 0 comments 1 point Started by kevindavidgreer September 2025 Feature Requests
8

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Create a new and separate Cash Transaction that is split from a Cash & ATM withdrawal (edited)

Active bcrossman 114 views 11 comments 8 points Most recent by egal September 2025Feature Requests
Merged: Lost 1000s of entries. Simplifi snapshots needed,

Closed matthew.martin_x 31 views 0 comments 3 points Most recent by Dick_Davis September 2025Feature Requests
48

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Ability to auto-backup and restore data (edited)

Active asubbaiyanprof 855 views 31 comments 48 points Most recent by Dick_Davis September 2025Feature Requests
2

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Add Projected Cash Flow for Investment Accounts (edited)

Active MikeZ 17 views 0 comments 2 points Started by MikeZ September 2025 Feature Requests
Merged: Link Investment Contribution Transactions to Savings Goals

Closed MikeZ 1 view 0 comments 2 points Started by MikeZ September 2025 Feature Requests
1

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QBP: Add a dedicated Billable Expenses section (edited)

Active JMWDBA 8 views 0 comments 1 point Started by JMWDBA September 2025 Quicken Business & Personal Feature Requests
1

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QBP: Add a Date During Task Creation (edited)

Active JMWDBA 3 views 0 comments 1 point Started by JMWDBA September 2025 Quicken Business & Personal Feature Requests
Merged: Category Rule based on Payee and Account used to pay

Closed mark.glass 11 views 0 comments 2 points Most recent by SRC54 September 2025Feature Requests
Merged: Dashboard and Menu Configuration (Allow me to hide what I don't use or share)

Closed dmherm 1 view 0 comments 1 point Started by dmherm September 2025 Feature Requests
Merged: Maryland 529

Closed JustinK 1 view 0 comments 1 point Started by JustinK September 2025 Report Missing Financial Institution
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Baselane Banking

Active zoperkin 195 views 10 comments 8 points Most recent by jtk September 2025Report Missing Financial Institution
Merged: Filter by only the parent category

Closed wilbertseoane 1 view 0 comments 1 point Started by wilbertseoane September 2025 Feature Requests
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Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

Active pkp 246 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
4

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Ability to mark Investment Transactions as Recurring (edited)

Active orange_rijder 48 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
6

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Ability to run Reports by both Payee and Category (edited)

Active mattklein123 95 views 4 comments 6 points Most recent by DJones September 2025Feature Requests
Merged: Reports - categories by vendor

Closed DJones 1 view 0 comments 1 point Started by DJones September 2025 Feature Requests
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Annual Planned Spending or other options besides Monthly [edited] (2 Merged Votes)

Active chanceryder25 624 views 27 comments 88 points Most recent by ns99 September 2025Feature Requests
Merged: Planned Spending - Weekly option

Closed ns99 1 view 0 comments 1 point Started by ns99 September 2025 Feature Requests
Merged: What is Being Worked in Development & Considered in Simplifi

Closed Dick_Davis 11 views 0 comments 1 point Started by Dick_Davis September 2025 Feature Requests
4

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Don't include the current month in the 'Average' and 'Total' in Recurring Series (edited)

Active strwrsdbz 5 views 0 comments 4 points Started by strwrsdbz September 2025 Feature Requests
Merged: 💰 NewtekBank Missing from Simplifi — Highest No-Limit HYSA Rate Users Need Access

Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 2025 Report Missing Financial Institution
Merged: 🚨 Still No Varo Bank in Simplifi — Users Deserve Action & ETA

Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 2025 Report Missing Financial Institution