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Discussion List

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  Merged: Fix/readd Abbott Laboratories Employee Credit Union (ALECU)

  Closed AshGauthier 1 view 0 comments 1 point Started by AshGauthier June 2025 Report Missing Financial Institution
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  Add a checkbox to each month header in Transactions to "select all" for the month (edited)

  Active phixed 12 views 0 comments 4 points Started by phixed June 2025 Feature Requests
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  Merged: Saving Goals Links for Tranactions

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 2 points Started by HeyJaiBabyIGotUrMony June 2025 Feature Requests
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  Merged: Bring the cashflow projection line graph to iPad/tablet Simplifi app.

  Closed AJsAway 11 views 0 comments 2 points Started by AJsAway June 2025 Feature Requests
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  CFCU Community Credit Union (edited)

  Closed TD Allen 2 views 1 comment 1 point Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Add exclusion criteria to Transaction Rules (edited)

  Active Chris.Landry8011 24 views 1 comment 4 points Most recent by DryHeat June 2025Feature Requests
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  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 28 views 4 comments 1 point Most recent by Dick_Davis June 2025Feature Requests
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  Ability to sort by 'Due Date' under All Recurring (edited)

  Active BradleyBenSmith 32 views 3 comments 10 points Most recent by jflores11 June 2025Feature Requests
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  Ability to contribute to multiple Savings Goals at one time (edited)

  Active MelonieH 41 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  Spending Plan Planning Page

  Active DannyB 13 views 0 comments 4 points Started by DannyB June 2025 Feature Requests
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  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 35 views 5 comments 1 point Most recent by Dick_Davis June 2025Feedback
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  Coast Capital Savings in Canada

  Closed Queenofthenorth 1 view 1 comment 1 point Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Merged: Ability to sort 'All Active' recurring bills by date

  Closed cloudquick 1 view 0 comments 1 point Started by cloudquick June 2025 Feature Requests
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  New 'Income & Expense Report' Feature Requests

  Closed JJo 11 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Active Dick_Davis 22 views 3 comments 0 points Most recent by Dick_Davis June 2025Feature Requests
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  Recurring monthly bill not accurately reflected in Cashflow...

  Closed cloudquick 82 views 11 comments 1 point Most recent by Coach Natalie June 2025Troubleshooting
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  Morgan Stanley Mortgages

  Active kabob_rescind_focal 51 views 2 comments 2 points Most recent by marcusrm June 2025Report Missing Financial Institution
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  Merged: Closable "Related News"

  Closed 20THOR18 11 views 0 comments 2 points Most recent by DryHeat June 2025Feature Requests
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  Projected Cash Flow: Add a different color for 'Transfer' dots (edited)

  Active Flopbot 12 views 0 comments 4 points Started by Flopbot June 2025 Feature Requests
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  Add an 'Attachments' column to Reports (edited)

  Active Dick_Davis 11 views 0 comments 2 points Started by Dick_Davis June 2025 Feature Requests
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  Recurring Credit Card Payments: Add an "Interest Saving Balance" Amount Option (edited)

  cloudquick 11 views 2 comments 2 points Most recent by cloudquick June 2025Feature Requests
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  Merged: Jenius

  Closed mps79703 1 view 0 comments 1 point Started by mps79703 June 2025 Report Missing Financial Institution
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  Add Jenius Bank (edited)

  Active Ken Ackerman 154 views 7 comments 5 points Most recent by mps79703 June 2025Report Missing Financial Institution
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  "Skip this one" in Enter Expense Transaction window

  Closed Broven 1 view 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  Add Farmers State Bank of Hoffman, Illinois (edited)

  Dcf0998 11 views 0 comments 1 point Started by Dcf0998 June 2025 Report Missing Financial Institution
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  Add a warning that there are attachments when deleting a transaction (edited)

  Dick_Davis 11 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  Mobile App: Show the day of the week on the date picker calendar for transactions (edited)

  Active timmyc123 42 views 4 comments 6 points Most recent by egal June 2025Feature Requests
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  Ability to Create Smart Expenses in Planned Spending (edited)

  Active killweav 32 views 1 comment 3 points Most recent by Coach Natalie June 2025Feature Requests
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  Ability to download dollars by category for a specified time period (edited)

  Active jgrede 71 views 4 comments 3 points Most recent by Coach Natalie June 2025Feature Requests