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Discussion List

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  Mobile App: Ability to change the sort order of Watchlists (edited)

  Active Flopbot 512 views 20 comments 39 points Most recent by William Goicochea November 2025Feature Requests
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  Merged: Sorting Watchlist in the Mobile App

  Closed William Goicochea 1 view 0 comments 1 point Started by William Goicochea November 2025 Quicken Business & Personal Feature Requests
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  Other Spend: Ability to select multiple categories for a total (edited)

  MikeZ 42 views 4 comments 3 points Most recent by MikeZ November 2025Feature Requests
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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 22 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 83 views 7 comments 11 points Most recent by RobWilk November 2025Feature Requests
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  Merged: Most used category list at top of web App

  Closed N4KHQ 1 view 0 comments 1 point Started by N4KHQ November 2025 Feature Requests
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  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 61 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
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  Include both 'Posted Date' and 'Transaction Date' for transactions (edited)

  Active mmmartian 42 views 2 comments 15 points Most recent by RobWilk November 2025Feature Requests
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  Add "Lowest Projected Balance" to Projected Cash Flow graph (edited)

  Active Jimmy Glass 165 views 8 comments 14 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Mobile App: Projected Cash Flow - Lowest Projected Date/Amount (edited)

  Closed Grandude 21 views 0 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 33 views 4 comments 7 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Creating multiple transactions

  Closed RipTWD 1 view 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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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 130 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 or Biller
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  Bill Connect: USAA Insurance (edited)

  elbeh 63 views 5 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller
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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 or Biller
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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 or Biller
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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 60 views 6 comments 1 point Most recent by admarkowitz November 2025Report Missing Financial Institution or Biller
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  Gift a Simplifi subscription (edited)

  Active cczh 520 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 13 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 54 views 2 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 or Biller
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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 197 views 5 comments 1 point Most recent by MtnCreed November 2025Feature Requests
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  Mirror Savings Buckets that are enabled at the bank level in Simplifi (edited)

  Active SimplyB33 368 views 8 comments 15 points Most recent by DryHeat November 2025Feature Requests