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Discussion List

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  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 66 views 2 comments 5 points Most recent by DannyB October 2025Feature Requests
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  Add J. Crew card managed by Synchrony Financial

  Active JCG2042 11 views 0 comments 2 points Most recent by JCG2042 October 2025Report Missing Financial Institution or Biller
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  Make Simplifi's "automatic" actions subject to user control in Settings

  Active DryHeat 53 views 4 comments 7 points Most recent by mluhring October 2025Feature Requests
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  Merged: Running balance for individual banking accounts

  Closed JMQkn 11 views 0 comments 2 points Most recent by JMQkn October 2025Feature Requests
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  Merged: Add Industry Standard MFA Options

  Closed colearseneault3 11 views 0 comments 0 points Most recent by colearseneault3 October 2025Feature Requests
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  Missing WEA Bennefits (Wisconsin Teacher's 403b retirement)

  Active Matt Anfang 38 views 3 comments 1 point Most recent by Matt Anfang October 2025Report Missing Financial Institution or Biller
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  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 22 views 2 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  Add Projected Balance to Headers in Accounts List (edited)

  Active syrilmathai 97 views 6 comments 6 points Most recent by Coach Natalie October 2025Feature Requests
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  Add Ability to Re-Calibrate Balance in Manual Accounts

  Active SRC54 42 views 3 comments 6 points Most recent by RobWilk October 2025Feature Requests
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  28

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  Ability to Split Categories in Category Rules (edited)

  Active Flopbot 244 views 8 comments 28 points Most recent by mortch October 2025Feature Requests
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  Spending Plan: Option to forward 'Left at End of Month/Available' to the following month (edited)

  Active DannyB 842 views 38 comments 27 points Most recent by DannyB October 2025Feature Requests
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  Mobile App: Persistent Views in Investments (edited)

  Active HappyNorml 11 views 1 comment 4 points Most recent by RobWilk October 2025Feature Requests
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  Add 457b Retirement Account Type (edited)

  Active Domino82 150 views 8 comments 10 points Most recent by RobWilk October 2025Feature Requests
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  Mobile App: Ability to drill down from the graph in Reports (edited)

  Active Ashmizen 64 views 2 comments 7 points Most recent by HappyNorml October 2025Feature Requests
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  Add the pop-up bubbles to the Projected Balance Chart's 'In the past' section (edited)

  Active txp 21 views 3 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  Allow multiple mobile phone numbers for notifications (edited)

  Active mJKammert 232 views 11 comments 15 points Most recent by Coach Natalie October 2025Feature Requests
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  Indiana Members Credit Union (edited)

  Gaberino 11 views 1 comment 1 point Most recent by Gaberino October 2025Report Missing Financial Institution or Biller
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  Merged: Expand the columns supported for importing transaction data

  Closed ssoko 1 view 0 comments 1 point Most recent by ssoko October 2025Feature Requests
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  QBP: Add an Invoice Terms and Conditions Acknowledgement/Hyperlink [Edited]

  Active robertanthony87 29 views 1 comment 3 points Most recent by sidewalkboots September 2025Quicken Business & Personal Feature Requests
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  Merged: "True up" spending plan by comparing to average spend

  Closed Andor 1 view 0 comments 1 point Most recent by Andor September 2025Feature Requests
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  49

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

  Active cobra1316 501 views 24 comments 49 points Most recent by Andor September 2025Feature Requests
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  Web App: Change the way Projected Cash Flow is plotted for Credit Cards (edited)

  Active TxTerp 100 views 6 comments 3 points Most recent by RobWilk September 2025Feature Requests
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  Ability to forward receipt emails to Simplifi for automatic receipt tracking

  Active bears007 126 views 3 comments 11 points Most recent by JMWDBA 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 Most recent by kevindavidgreer September 2025Feature Requests
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  Ability to see a Total for all Planned Spending Items (Original & Current) [edited]

  Active rosalynraelyn 859 views 59 comments 81 points Most recent by kevindavidgreer September 2025Feature Requests
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  Create a new and separate Cash Transaction that is split from a Cash & ATM withdrawal (edited)

  Active bcrossman 137 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 923 views 31 comments 51 points Most recent by matthew.martin_x September 2025Feature Requests
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  Add Projected Cash Flow for Investment Accounts (edited)

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

  Closed MikeZ 1 view 0 comments 2 points Most recent by MikeZ 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