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Discussion List

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  8

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  QBP: Ability to include business income and expenses in the Spending Plan (edited)

  Active sidewalkboots 62 views 2 comments 8 points Most recent by DryHeat October 2025Quicken Business & Personal Feature Requests
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  Valon Mortgage, Inc - valon.com

  Active JogeeG 835 views 37 comments 16 points Most recent by DaveNH October 2025Report Missing Financial Institution or Biller
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  Add Zia Credit Union

  Active MomtheManager 55 views 0 comments 1 point Most recent by MomtheManager October 2025Report Missing Financial Institution or Biller
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  Spending Plan Memo Area

  Active Loukas 12 views 0 comments 4 points Most recent by Loukas October 2025Feature Requests
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  Merged: Urgent: Track Scheduled Payments

  Closed gr8lakescarter 11 views 0 comments 4 points Most recent by Dick_Davis October 2025Feature Requests
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  Merged: Ford Motor Benefits (401k)

  Closed ds824 1 view 0 comments 1 point Most recent by ds824 October 2025Report Missing Financial Institution or Biller
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  Bill Connect: DTE Energy

  Active ds824 1 view 0 comments 1 point Most recent by ds824 October 2025Report Missing Financial Institution or Biller
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  Merged: Consolidated cashflow

  Closed DCClark 1 view 0 comments 1 point Most recent by RobWilk October 2025Feature Requests
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  Automatically delete $0 reminders that are "past due" [Edited]

  Active EL1234 22 views 1 comment 3 points Most recent by MishaM October 2025Feature Requests
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  13

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  Add a Report for Recurring Transactions, or the ability to download them (edited)

  Active 5472sss 301 views 15 comments 13 points Most recent by Coach Natalie October 2025Feature Requests
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  Planned Spending Expense Series - Allow $0.00 Amount

  Active molehill6804 216 views 11 comments 17 points Most recent by DannyB October 2025Feature Requests
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  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 61 views 2 comments 5 points Most recent by DannyB October 2025Feature Requests
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  Make Simplifi's "automatic" actions subject to user control in Settings

  Active DryHeat 72 views 4 comments 7 points Most recent by mluhring October 2025Feature Requests
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  Merged: Running balance for individual banking accounts

  Closed JMQkn 11 views 0 comments 2 points Most recent by JMQkn October 2025Feature Requests
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  Merged: Add Industry Standard MFA Options

  Closed colearseneault3 11 views 0 comments 0 points Most recent by colearseneault3 October 2025Feature Requests
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  Missing WEA Bennefits (Wisconsin Teacher's 403b retirement)

  Active Matt Anfang 45 views 3 comments 1 point Most recent by Matt Anfang October 2025Report Missing Financial Institution or Biller
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  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 54 views 2 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  Add Projected Balance to Headers in Accounts List (edited)

  Active syrilmathai 112 views 6 comments 6 points Most recent by Coach Natalie October 2025Feature Requests
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  Add Ability to Re-Calibrate Balance in Manual Accounts

  Active SRC54 42 views 3 comments 6 points Most recent by RobWilk October 2025Feature Requests
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  28

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  Ability to Split Categories in Category Rules (edited)

  Active Flopbot 269 views 8 comments 28 points Most recent by mortch October 2025Feature Requests
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  27

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  Spending Plan: Option to forward 'Left at End of Month/Available' to the following month (edited)

  Active DannyB 1.1K views 38 comments 27 points Most recent by DannyB October 2025Feature Requests
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  Mobile App: Persistent Views in Investments (edited)

  Active HappyNorml 12 views 1 comment 4 points Most recent by RobWilk October 2025Feature Requests
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  Add the pop-up bubbles to the Projected Balance Chart's 'In the past' section (edited)

  Active txp 35 views 3 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  Allow multiple mobile phone numbers for notifications (edited)

  Active mJKammert 251 views 11 comments 15 points Most recent by Coach Natalie October 2025Feature Requests
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  Indiana Members Credit Union (edited)

  Gaberino 25 views 1 comment 1 point Most recent by Gaberino October 2025Report Missing Financial Institution or Biller
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  Merged: Expand the columns supported for importing transaction data

  Closed ssoko 1 view 0 comments 1 point Most recent by ssoko October 2025Feature Requests
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  QBP: Add an Invoice Terms and Conditions Acknowledgement/Hyperlink [Edited]

  Active robertanthony87 43 views 1 comment 3 points Most recent by sidewalkboots September 2025Quicken Business & Personal Feature Requests
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  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
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  Web App: Change the way Projected Cash Flow is plotted for Credit Cards (edited)

  Active TxTerp 133 views 6 comments 4 points Most recent by RobWilk September 2025Feature Requests
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  Ability to forward receipt emails to Simplifi for automatic receipt tracking

  Active bears007 127 views 3 comments 12 points Most recent by JMWDBA September 2025Feature Requests