Active

Discussion List

• 
  7

  Up
  Add J. Crew card managed by Synchrony Financial

  Active JCG2042 34 views 1 comment 7 points Most recent by surelyshirly November 2025Report Missing Financial Institution or Biller
• 
  Merged: Add support for J.Crew Credit Card

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

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

  Active Flopbot 53 views 2 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
• 
  4

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

  Active RobWilk 46 views 2 comments 4 points Most recent by RobWilk November 2025Feature Requests
• 
  2

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

  Active DryHeat 15 views 0 comments 2 points Most recent by DryHeat November 2025Feature Requests
• 
  6

  Up Down
  MCP Server

  Active MtnCreed 1.1K views 5 comments 6 points Most recent by MtnCreed November 2025Feature Requests
• 
  15

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

  Active SimplyB33 423 views 8 comments 15 points Most recent by scribblerjane November 2025Feature Requests
• 
  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
• 
  107

  Up Down
  Ability to run Reports by Subcategory (edited)

  Active Gerry C 1.2K views 51 comments 107 points Most recent by taque November 2025Feature Requests
• 
  Merged: Compare Sub Categories Over Time

  Closed taque 1 view 0 comments 1 point Most recent by RobWilk November 2025Feature Requests
• 
  1

  Up
  North Dakota 529 Aggregator Link (edited)

  Active jmyers98 13 views 0 comments 1 point Most recent by jmyers98 November 2025Report Missing Financial Institution or Biller
• 
  3

  Up Down
  Ability to attach files to Savings Goals (edited)

  Active Jessica A 34 views 2 comments 3 points Most recent by DryHeat November 2025Feature Requests
• 
  14

  Up Down
  Savings Goals: add Notes

  Active BlackNumberOne 80 views 4 comments 14 points Most recent by DryHeat November 2025Feature Requests
• 
  6

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

  DryHeat 90 views 6 comments 6 points Most recent by SRC54 November 2025Feature Requests
• 
  Merged: 1098-T Tuition Statement Tax Form

  Closed bethimusprime 1 view 0 comments 1 point Most recent by bethimusprime November 2025Feature Requests
• 
  5

  Up Down
  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 84 views 5 comments 5 points Most recent by bethimusprime November 2025Feature Requests
• 
  1

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

  nrp06 85 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests
• 
  Merged: United Wholesale Mortgage Servicing

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

  Up Down
  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 84 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
• 
  Merged: Over time breakdown by subcategory

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

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

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

  Active bcrossman 43 views 5 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
• 
  Merged: Alight Nightwing

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

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

  Up
  Kades Margolis

  Active Jason Csanyi 2 views 0 comments 1 point Most recent by Jason Csanyi November 2025Report Missing Financial Institution or Biller
• 
  17

  Up
  Questrade Brokerage - Canada

  Active bytingbitnoodles 407 views 13 comments 17 points Most recent by ryanflemington November 2025Report Missing Financial Institution or Biller
• 
  7

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

  Active JMWDBA 26 views 2 comments 7 points Most recent by PGLConsultant November 2025Feature Requests
• 
  3

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

  Active RobWilk 14 views 0 comments 3 points Most recent by RobWilk November 2025Feature Requests
• 
  2

  Up Down
  Add Tax Form 4684

  Active gpolkga 2 views 0 comments 2 points Most recent by gpolkga November 2025Feature Requests
• 
  1

  Up
  Bill Connect: Microsoft Office 365 (OneDrive)

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