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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
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 or Biller
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 or Biller
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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 or Biller
Merged: Planned Spend Calculation

Closed ednahatcher 1 view 0 comments 1 point Started by ednahatcher September 2025 Feature Requests
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
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
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QBP: Include Project Name in Estimates (edited)

cloudquick 8 views 1 comment 1 point Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
Merged: “Unspent” Planned Spending

Closed scottishbaribone 1 view 0 comments 1 point Started by scottishbaribone September 2025 Feature Requests
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Ability to Move Simplifi Data to Quicken (edited)

Active PS CFO 547 views 13 comments 30 points Most recent by Coach Natalie September 2025Feature Requests
Merged: Treat Vanguard Cash Plus accounts as Banking/Checking

Closed LiveMusicMike 1 view 0 comments 1 point Started by LiveMusicMike September 2025 Feature Requests
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Ability to customize the Low Balance Notification for specific accounts (edited)

Active Max1223 57 views 4 comments 11 points Most recent by kgJettaIV September 2025Quicken Business & Personal Feature Requests
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Download Spending Plan to .XLS or .CSV

Active breedpdx 211 views 8 comments 25 points Most recent by Thursday September 2025Feature Requests
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Elapsed Monthly Duration Indicator in Planned Spending (edited)

Active zilacus 22 views 4 comments 6 points Most recent by Dick_Davis September 2025Feature Requests
Merged: Monthly budget tracker

Closed Dafelhandler 1 view 0 comments 1 point Started by Dafelhandler September 2025 Feature Requests
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Add Notes to Planned Spending Items (edited)

Active nicko 178 views 11 comments 20 points Most recent by medha311 September 2025Feature Requests
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Mobile App: Move the 'Reviewed' checkmark to the left side of transactions (edited)

trd716 23 views 3 comments -1 point Most recent by Coach Natalie September 2025Feature Requests
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WaFd consumer account

Active JayGee 63 views 4 comments 2 points Most recent by cfang September 2025Report Missing Financial Institution or Biller
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Deductible Tracker (edited)

Active Dick_Davis 3 views 0 comments 1 point Started by Dick_Davis September 2025 Feature Requests
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Allow Savings Goals to have full functionality of other accounts

Active sNashville 627 views 29 comments 47 points Most recent by Intenseapple September 2025Feature Requests
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Offer lower student pricing (edited)

EVH 83 views 2 comments 2 points Most recent by Coach Kristina September 2025Feature Requests
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BMO Investorline

Active donnajean 199 views 6 comments 4 points Most recent by Coach Kristina September 2025Report Missing Financial Institution or Biller
Merged: Implement passkey and/or Authenticator Support for Quicken account login

Closed arigoldblatt 1 view 0 comments 2 points Started by arigoldblatt September 2025 Feature Requests
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Forecast credit card interest in Projected Cash Flow (edited)

Active RobWilk 22 views 2 comments 1 point Most recent by Jenny T September 2025Feature Requests
Merged: Amazon Transaction Detail

Closed Gibsongirl547 1 view 0 comments 2 points Started by Gibsongirl547 September 2025 Feature Requests
Merged: Income and Expense Reports: Year to Year Comparisons

Closed Coastal 1 view 0 comments 1 point Started by Coastal September 2025 Feature Requests
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Ability to view Subcategories in Watchlists (edited)

Active jsy42 71 views 4 comments 6 points Most recent by Coastal September 2025Feature Requests
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End of year archive/processing (edited)

Active rickthau 91 views 6 comments 10 points Most recent by Coach Natalie September 2025Feature Requests
Merged: OnePay Bank

Closed metamaterialsuit 91 views 0 comments 4 points Most recent by glennf14 September 2025Report Missing Financial Institution or Biller