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Discussion List

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  Ability to forward receipt emails to Simplifi for automatic receipt tracking

  Active bears007 122 views 3 comments 11 points Most recent by JMWDBA September 2025Feature Requests
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  Ability to see a Total for all Planned Spending Items (Original & Current) [edited]

  Active rosalynraelyn 830 views 59 comments 80 points Most recent by kevindavidgreer September 2025Feature Requests
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  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
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  Create a new and separate Cash Transaction that is split from a Cash & ATM withdrawal (edited)

  Active bcrossman 125 views 11 comments 8 points Most recent by egal September 2025Feature Requests
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  Ability to auto-backup and restore data (edited)

  Active asubbaiyanprof 898 views 31 comments 51 points Most recent by Dick_Davis September 2025Feature Requests
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  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
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  Add Projected Cash Flow for Investment Accounts (edited)

  Active MikeZ 11 views 0 comments 2 points Started by MikeZ September 2025 Feature Requests
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  Merged: Link Investment Contribution Transactions to Savings Goals

  Closed MikeZ 1 view 0 comments 2 points Started by MikeZ September 2025 Feature Requests
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  QBP: Add a dedicated Billable Expenses section (edited)

  Active JMWDBA 1 view 0 comments 1 point Started by JMWDBA September 2025 Quicken Business & Personal Feature Requests
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  QBP: Add a Date During Task Creation (edited)

  Active JMWDBA 1 view 0 comments 1 point Started by JMWDBA September 2025 Quicken Business & Personal Feature Requests
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  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
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  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
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  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 206 views 10 comments 8 points Most recent by jtk September 2025Report Missing Financial Institution
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  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 261 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 44 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
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  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 92 views 4 comments 6 points Most recent by DJones September 2025Feature Requests
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  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 658 views 27 comments 89 points Most recent by ns99 September 2025Feature Requests
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  Merged: Planned Spending - Weekly option

  Closed ns99 1 view 0 comments 1 point Started by ns99 September 2025 Feature Requests
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  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
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  Don't include the current month in the 'Average' and 'Total' in Recurring Series (edited)

  Active strwrsdbz 2 views 0 comments 4 points Started by strwrsdbz September 2025 Feature Requests
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  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
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  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
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  Pioneer Valley Credit Union

  Active WPrecanico 12 views 4 comments 2 points Most recent by Coach Jon September 2025Report Missing Financial Institution
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  Merged: Planned Spend Calculation

  Closed ednahatcher 1 view 0 comments 1 point Started by ednahatcher September 2025 Feature Requests
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  Merged: Show "remaining amount due" in Spending Plan and Bills & Income

  Closed amacondray 1 view 0 comments 1 point Started by amacondray September 2025 Feature Requests
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  Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)

  Active tngzng 1.5K views 57 comments 82 points Most recent by amacondray September 2025Feature Requests
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  Merged: Can I mark a closed account as manual and link it to a live account?

  Closed Matt Anfang 1 view 0 comments 1 point Started by Matt Anfang September 2025 Feature Requests