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Discussion List

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  19

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  Gift a Simplifi subscription (edited)

  Active cczh 531 views 5 comments 19 points Most recent by TiggerTrainer November 2025Feature Requests
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  7

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  Add support for J.Crew Credit Card

  Active surelyshirly 11 views 0 comments 7 points Most recent by surelyshirly November 2025Feature Requests
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  9

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  Ability to apply a Category Rule to each individual Rule for a Payee (edited)

  Active Flopbot 51 views 2 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  4

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  Savings Goals need an "End Goal" option (edited)

  Active RobWilk 43 views 2 comments 4 points Most recent by RobWilk November 2025Feature Requests
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  2

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  Reports: Omit All "Zero" Category Lines When Transactions Are Excluded (edited)

  Active DryHeat 11 views 0 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  1

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  MCP Server

  Active MtnCreed 360 views 5 comments 1 point Most recent by MtnCreed November 2025Feature Requests
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  15

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  Mirror Savings Buckets that are enabled at the bank level in Simplifi (edited)

  Active SimplyB33 374 views 8 comments 15 points Most recent by scribblerjane 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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  104

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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 1.1K views 51 comments 104 points Most recent by taque 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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  North Dakota 529 Aggregator Link (edited)

  Active jmyers98 11 views 0 comments 1 point Most recent by jmyers98 November 2025Report Missing Financial Institution or Biller
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  3

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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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  14

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  Savings Goals: add Notes

  Active BlackNumberOne 71 views 4 comments 14 points Most recent by DryHeat November 2025Feature Requests
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  6

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  Add the 'Edit Series' option to the three dot menu of reminders (edited)

  DryHeat 72 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 Most recent by bethimusprime November 2025Feature Requests
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  4

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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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  2

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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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  1

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  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 63 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  7

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  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Active DryHeat 151 views 16 comments 7 points Most recent by RobWilk November 2025Feature Requests
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  Merged: United Wholesale Mortgage Servicing

  Closed blazyt 1 view 0 comments 1 point Most recent by blazyt November 2025Report Missing Financial Institution or Biller
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  2

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  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 61 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Over time breakdown by subcategory

  Closed jdreddaway 1 view 0 comments 2 points Most recent by RobWilk November 2025Feature Requests
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  Merged: Ability to create rules based on multiple keys

  Closed ferrulli 1 view 0 comments 1 point Most recent by ferrulli November 2025Feature Requests
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  9

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  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 31 views 5 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Alight Nightwing

  Closed michaeljcampbell 1 view 0 comments 1 point Most recent by michaeljcampbell November 2025Report Missing Financial Institution or Biller
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  Merged: Alight RTX

  Closed michaeljcampbell 1 view 0 comments 1 point Most recent by michaeljcampbell November 2025Report Missing Financial Institution or Biller
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  Kades Margolis

  Active Jason Csanyi 1 view 0 comments 1 point Most recent by Jason Csanyi November 2025Report Missing Financial Institution or Biller
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  17

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  Questrade Brokerage - Canada

  Active bytingbitnoodles 356 views 13 comments 17 points Most recent by ryanflemington November 2025Report Missing Financial Institution or Biller
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  6

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  QBP: Add a 'Date' field to items on Invoices (edited)

  Active JMWDBA 23 views 2 comments 6 points Most recent by PGLConsultant November 2025Feature Requests
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  3

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  Add Projected Cash Flow to the headers in the Accounts List (edited)

  Active RobWilk 11 views 0 comments 3 points Most recent by RobWilk November 2025Feature Requests