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Discussion List

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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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  Merged: AI-Powered Auto-Matching for Reimbursements

  Closed JacksonHarding 1 view 0 comments 1 point Most recent by JacksonHarding November 2025Feature Requests
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  Reimbursement Tracker

  Active ajbopp 144 views 6 comments 7 points Most recent by JacksonHarding November 2025Feature Requests
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  Bill Connect: ClickPay

  Active elbeh 11 views 0 comments 1 point Most recent by elbeh November 2025Report Missing Financial Institution or Biller
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  Bill Connect: USAA Insurance (edited)

  elbeh 77 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 11 views 0 comments 1 point Most recent by elbeh November 2025Report Missing Financial Institution or Biller
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  Bill Connect: Southern California Edison

  elbeh 22 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 Most recent by budgetm8 November 2025Feature Requests
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  Total Shareholder Return (TSR)

  Active ssoko 5 views 0 comments 2 points Most recent by ssoko November 2025Feature Requests
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  Add Sharebuilders 401K - Ascensus (edited)

  Active admarkowitz 63 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 532 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 11 views 0 comments 7 points Most recent by surelyshirly November 2025Feature Requests
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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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  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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  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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  MCP Server

  Active MtnCreed 625 views 5 comments 4 points 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 372 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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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 1.1K views 51 comments 106 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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  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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  Savings Goals: add Notes

  Active BlackNumberOne 71 views 4 comments 14 points Most recent by DryHeat November 2025Feature Requests
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  Add the 'Edit Series' option to the three dot menu of reminders (edited)

  DryHeat 71 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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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 54 views 5 comments 4 points Most recent by bethimusprime November 2025Feature Requests
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  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Active RobWilk 32 views 3 comments 2 points Most recent by RobWilk November 2025Feature Requests
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  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 62 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Active DryHeat 176 views 16 comments 8 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