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2

Ability to view/apply Simplifi's renaming logic in addition to user-created Payee Rules (edited)

Active Kanda 64 views 3 comments 2 points Most recent by Coach Natalie April 9Feature Requests

1

Change the date and amount on both sides when editing a Recurring Linked Transfer Series Reminder

Active RobWilk 43 views 4 comments 1 point Most recent by RobWilk April 8Feature Requests

Merged: Temporarily Hide Accounts (Investments in Particular)

Closed TomAter 1 view 0 comments 1 point Most recent by RobWilk April 7Feature Requests

5

SEI invest - Access My Portfolio

Active eskay311 135 views 4 comments 5 points Most recent by Slater007 April 5Report Missing Financial Institution

2

Show the 'Last Updated' timestamp in the Accounts List (edited)

Active subiemat 38 views 5 comments 2 points Most recent by Coach Jon April 4Feature Requests

13

Add Samsung Financing (TD bank)

Active RobWilk 565 views 20 comments 13 points Most recent by mthoman1 April 3Report Missing Financial Institution

Merged: Add Jenius Bank

Closed Ottson26 1 view 0 comments 1 point Started by Ottson26 April 3 Report Missing Financial Institution

5

Templates for Transactions

Active ejobity 26 views 4 comments 5 points Most recent by DryHeat April 3Feature Requests

Merged: See history of contributions and withdrawals in each savings goal (edited)

Closed ARMark 1 view 0 comments 1 point Started by ARMark April 3 Feature Requests

Merged: NEED TO PRINT CATAGORY REPORTS FOR TAXES

Closed Katharine 1 view 0 comments 1 point Started by Katharine April 3 Feature Requests

25

Ability to Link a Refund to Multiple Transactions (edited)

Active ejr 329 views 15 comments 25 points Most recent by RobWilk April 2Feature Requests

1

Unity by Hard Rock Credit Card (Bread Financial/Comenity)

Active RobWilk 88 views 0 comments 1 point Started by RobWilk April 2 Report Missing Financial Institution

Merged: Create and Add New Button to New Transaction Window

Closed ejobity 1 view 0 comments 1 point Started by ejobity April 2 Feature Requests

39

Ability to import QFX files (edited)

Active Phssthpok 1.8K views 15 comments 39 points Most recent by SRC54 April 1Feature Requests

Merged: Please Add Myfordbenefits

Closed khow09 11 views 0 comments 3 points Most recent by Anna71194 April 1Report Missing Financial Institution

Merged: Please add Ford Motor 401k alight

Closed ds824 1 view 0 comments 1 point Started by ds824 April 1 Report Missing Financial Institution

Merged: Graphical display of Income vs Expenses over time!

Closed willthepill62 1 view 0 comments 1 point Started by willthepill62 April 1 Feature Requests

1

NW Preferred Federal Credit Union (edited)

Active mssimpli 23 views 5 comments 1 point Most recent by mssimpli March 31Report Missing Financial Institution

1

Mohela - Elfi (edited)

Active jdrenovsky 24 views 3 comments 1 point Most recent by Coach Natalie March 31Report Missing Financial Institution

Merged: Ability to input accrual month(s) for income / expense

Closed Abi Pop 16 views 0 comments 1 point Started by Abi Pop March 31 Feature Requests

Merged: Baselane Integration

Closed stephaniemcastilla 1 view 0 comments 1 point Started by stephaniemcastilla March 31 Report Missing Financial Institution

1

Please Add CitiBank Personal Loans [Edited]

Active Vinorixus 11 views 0 comments 1 point Started by Vinorixus March 29 Report Missing Financial Institution

Merged: Accounts List is difficult to read (edited)

Closed dan_s_c 21 views 0 comments 1 point Most recent by Coach Kristina March 29Feature Requests

4

Add the URL for Recurring Bills to take you to the company's site to pay your bill (edited)

Active tamala73 44 views 4 comments 4 points Most recent by toneybarber March 29Feature Requests

Merged: QBP: Add reoccurring messages at the bottom of invoices [Edited]

Closed Glenn C 1 view 0 comments 1 point Started by Glenn C March 29 Quicken Business & Personal Feature Requests

9

QBP: Ability to create a default Invoice 'Message' for each Client (edited)

Active Amnesiac 26 views 2 comments 9 points Most recent by Glenn C March 29Quicken Business & Personal Feature Requests

3

QBP: Ability to send month end statements to clients [Edited]

Active Glenn C 12 views 0 comments 3 points Started by Glenn C March 29 Quicken Business & Personal Feature Requests

5

QBP: Ability to turn off ready to bill Items on Invoices [Edited]

Active Glenn C 12 views 0 comments 5 points Started by Glenn C March 29 Quicken Business & Personal Feature Requests

4

Ability to change the order of the 'Banking' Dashboard Card on the Mobile App (edited)

Active pkp 68 views 5 comments 4 points Most recent by Vinorixus March 29Feature Requests

Merged: Shellpoint Mortgage

Closed smaritz21 1 view 0 comments 1 point Started by smaritz21 March 27 Report Missing Financial Institution

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