Active

Discussion List

• 
  4

  Up Down
  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
• 
  15

  Up Down
  Allow multiple mobile phone numbers for notifications (edited)

  Active mJKammert 231 views 11 comments 15 points Most recent by Coach Natalie October 2025Feature Requests
• 
  1

  Up
  Indiana Members Credit Union (edited)

  Gaberino 12 views 1 comment 1 point Most recent by Gaberino October 2025Report Missing Financial Institution or Biller
• 
  Merged: Expand the columns supported for importing transaction data

  Closed ssoko 1 view 0 comments 1 point Most recent by ssoko October 2025Feature Requests
• 
  3

  Up Down
  QBP: Add an Invoice Terms and Conditions Acknowledgement/Hyperlink [Edited]

  Active robertanthony87 32 views 1 comment 3 points Most recent by sidewalkboots September 2025Quicken Business & Personal Feature Requests
• 
  49

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

  Active cobra1316 514 views 24 comments 49 points Most recent by Andor September 2025Feature Requests
• 
  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
• 
  3

  Up Down
  Web App: Change the way Projected Cash Flow is plotted for Credit Cards (edited)

  Active TxTerp 101 views 6 comments 3 points Most recent by RobWilk September 2025Feature Requests
• 
  11

  Up Down
  Ability to forward receipt emails to Simplifi for automatic receipt tracking

  Active bears007 121 views 3 comments 11 points Most recent by JMWDBA September 2025Feature Requests
• 
  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
• 
  9

  Up Down
  Create a new and separate Cash Transaction that is split from a Cash & ATM withdrawal (edited)

  Active bcrossman 132 views 11 comments 9 points Most recent by egal September 2025Feature Requests
• 
  2

  Up Down
  Add Projected Cash Flow for Investment Accounts (edited)

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

  Closed MikeZ 1 view 0 comments 2 points Most recent by MikeZ September 2025Feature Requests
• 
  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
• 
  1

  Up Down
  QBP: Add a dedicated Billable Expenses section (edited)

  Active JMWDBA 1 view 0 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feature Requests
• 
  1

  Up Down
  QBP: Add a Date During Task Creation (edited)

  Active JMWDBA 1 view 0 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feature Requests
• 
  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
• 
  Merged: Dashboard and Menu Configuration (Allow me to hide what I don't use or share)

  Closed dmherm 1 view 0 comments 1 point Most recent by dmherm September 2025Feature Requests
• 
  Merged: Maryland 529

  Closed JustinK 1 view 0 comments 1 point Most recent by JustinK September 2025Report Missing Financial Institution or Biller
• 
  Merged: Filter by only the parent category

  Closed wilbertseoane 1 view 0 comments 1 point Most recent by wilbertseoane September 2025Feature Requests
• 
  3

  Up Down
  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 272 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
• 
  4

  Up Down
  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 41 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
• 
  Merged: Reports - categories by vendor

  Closed DJones 1 view 0 comments 1 point Most recent by DJones September 2025Feature Requests
• 
  6

  Up Down
  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 91 views 4 comments 6 points Most recent by DJones September 2025Feature Requests
• 
  Merged: Planned Spending - Weekly option

  Closed ns99 1 view 0 comments 1 point Most recent by ns99 September 2025Feature Requests
• 
  93

  Up Down
  Annual Planned Spending or other options besides Monthly [edited] (2 Merged Votes)

  Active chanceryder25 665 views 27 comments 93 points Most recent by ns99 September 2025Feature Requests
• 
  Merged: What is Being Worked in Development & Considered in Simplifi

  Closed Dick_Davis 11 views 0 comments 1 point Most recent by Dick_Davis September 2025Feature Requests
• 
  4

  Up Down
  Don't include the current month in the 'Average' and 'Total' in Recurring Series (edited)

  Active strwrsdbz 2 views 0 comments 4 points Most recent by strwrsdbz September 2025Feature Requests
• 
  Merged: 💰 NewtekBank Missing from Simplifi — Highest No-Limit HYSA Rate Users Need Access

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Most recent by HeyJaiBabyIGotUrMony September 2025Report Missing Financial Institution or Biller
• 
  Merged: 🚨 Still No Varo Bank in Simplifi — Users Deserve Action & ETA

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Most recent by HeyJaiBabyIGotUrMony September 2025Report Missing Financial Institution or Biller