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Discussion List

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  2

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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 28 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  12

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  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 136 views 7 comments 12 points Most recent by RobWilk November 2025Feature Requests
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  Merged: Most used category list at top of web App

  Closed N4KHQ 1 view 0 comments 1 point Most recent by N4KHQ November 2025Feature Requests
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  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 82 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
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  16

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  Include both 'Posted Date' and 'Transaction Date' for transactions (edited)

  Active mmmartian 70 views 2 comments 16 points Most recent by RobWilk November 2025Feature Requests
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  14

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  Add "Lowest Projected Balance" to Projected Cash Flow graph (edited)

  Active Jimmy Glass 226 views 8 comments 14 points Most recent by Grandude November 2025Feature Requests
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  7

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  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 59 views 4 comments 7 points Most recent by RipTWD November 2025Feature Requests
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  Merged: Creating multiple transactions

  Closed RipTWD 1 view 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Distribute expense across X months (+ similar options for Series)

  Closed Shkoner 21 views 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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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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  Reimbursement Tracker

  Active ajbopp 194 views 6 comments 8 points Most recent by JacksonHarding 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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  Bill Connect: ClickPay

  Active elbeh 14 views 0 comments 1 point Most recent by elbeh November 2025Report Missing Financial Institution or Biller
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  Bill Connect: ExtraSpace Storage

  Active elbeh 13 views 0 comments 1 point Most recent by elbeh November 2025Report Missing Financial Institution or Biller
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  2

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  New Financial Institution - WorkSaveRetire

  Active budgetm8 2 views 0 comments 2 points Most recent by budgetm8 November 2025Feature Requests
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  2

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  Total Shareholder Return (TSR)

  Active ssoko 3 views 0 comments 2 points Most recent by ssoko November 2025Feature Requests
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  Add Sharebuilders 401K - Ascensus (edited)

  Active admarkowitz 107 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 557 views 5 comments 20 points Most recent by TiggerTrainer November 2025Feature Requests
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  Merged: Add support for J.Crew Credit Card

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

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

  Active Flopbot 55 views 2 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  4

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

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

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  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
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  7

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  MCP Server

  Active MtnCreed 1.3K views 5 comments 7 points Most recent by MtnCreed November 2025Feature Requests
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  16

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

  Active SimplyB33 464 views 8 comments 16 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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  108

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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 1.4K views 51 comments 108 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 13 views 0 comments 1 point Most recent by jmyers98 November 2025Report Missing Financial Institution or Biller
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  3

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  Ability to attach files to Savings Goals (edited)

  Active Jessica A 38 views 2 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  14

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  Savings Goals: add Notes

  Active BlackNumberOne 78 views 4 comments 14 points Most recent by DryHeat November 2025Feature Requests