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Discussion List

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  Merged: Reports - categories by vendor

  Closed DJones 1 view 0 comments 1 point Most recent by DJones September 2025Feature Requests
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  Merged: Planned Spending - Weekly option

  Closed ns99 1 view 0 comments 1 point Most recent by ns99 September 2025Feature Requests
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  Merged: What is Being Worked in Development & Considered in Simplifi

  Closed Dick_Davis 11 views 0 comments 1 point Most recent by Dick_Davis September 2025Feature Requests
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  Don't include the current month in the 'Average' and 'Total' in Recurring Series (edited)

  Active strwrsdbz 8 views 0 comments 4 points Most recent by strwrsdbz September 2025Feature Requests
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  Merged: 💰 NewtekBank Missing from Simplifi — Highest No-Limit HYSA Rate Users Need Access

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Most recent by HeyJaiBabyIGotUrMony September 2025Report Missing Financial Institution or Biller
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  Merged: 🚨 Still No Varo Bank in Simplifi — Users Deserve Action & ETA

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Most recent by HeyJaiBabyIGotUrMony September 2025Report Missing Financial Institution or Biller
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  Pioneer Valley Credit Union

  Active WPrecanico 29 views 4 comments 2 points Most recent by Coach Jon September 2025Report Missing Financial Institution or Biller
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  Merged: Planned Spend Calculation

  Closed ednahatcher 1 view 0 comments 1 point Most recent by ednahatcher September 2025Feature Requests
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  Merged: Show "remaining amount due" in Spending Plan and Bills & Income

  Closed amacondray 1 view 0 comments 1 point Most recent by amacondray September 2025Feature Requests
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  Merged: Can I mark a closed account as manual and link it to a live account?

  Closed Matt Anfang 1 view 0 comments 1 point Most recent by Matt Anfang September 2025Feature Requests
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  QBP: Include Project Name in Estimates (edited)

  cloudquick 15 views 1 comment 1 point Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  Merged: “Unspent” Planned Spending

  Closed scottishbaribone 1 view 0 comments 1 point Most recent by scottishbaribone September 2025Feature Requests
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  Ability to Move Simplifi Data to Quicken (edited)

  Active PS CFO 651 views 13 comments 32 points Most recent by Coach Natalie September 2025Feature Requests
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  Merged: Treat Vanguard Cash Plus accounts as Banking/Checking

  Closed LiveMusicMike 1 view 0 comments 1 point Most recent by LiveMusicMike September 2025Feature Requests
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  Ability to customize the Low Balance Notification for specific accounts (edited)

  Active Max1223 70 views 4 comments 12 points Most recent by kgJettaIV September 2025Quicken Business & Personal Feature Requests
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  Elapsed Monthly Duration Indicator in Planned Spending (edited)

  Active zilacus 61 views 4 comments 6 points Most recent by Dick_Davis September 2025Feature Requests
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  Merged: Monthly budget tracker

  Closed Dafelhandler 1 view 0 comments 1 point Most recent by Dafelhandler September 2025Feature Requests
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  Add Notes to Planned Spending Items (edited)

  Active nicko 274 views 11 comments 20 points Most recent by medha311 September 2025Feature Requests
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  Mobile App: Move the 'Reviewed' checkmark to the left side of transactions (edited)

  trd716 49 views 3 comments -1 point Most recent by Coach Natalie September 2025Feature Requests
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  WaFd consumer account

  Active JayGee 93 views 4 comments 2 points Most recent by cfang September 2025Report Missing Financial Institution or Biller
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  Deductible Tracker (edited)

  Active Dick_Davis 3 views 0 comments 1 point Most recent by Dick_Davis September 2025Feature Requests
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  48

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  Allow Savings Goals to have full functionality of other accounts

  Active sNashville 776 views 29 comments 48 points Most recent by Intenseapple September 2025Feature Requests
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  Offer lower student pricing (edited)

  EVH 145 views 2 comments 2 points Most recent by Coach Kristina September 2025Feature Requests
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  BMO Investorline

  Active donnajean 335 views 6 comments 4 points Most recent by Coach Kristina September 2025Report Missing Financial Institution or Biller
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  Merged: Implement passkey and/or Authenticator Support for Quicken account login

  Closed arigoldblatt 1 view 0 comments 2 points Most recent by arigoldblatt September 2025Feature Requests
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  Forecast credit card interest in Projected Cash Flow (edited)

  Active RobWilk 29 views 2 comments 1 point Most recent by Jenny T September 2025Feature Requests
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  Merged: Amazon Transaction Detail

  Closed Gibsongirl547 1 view 0 comments 2 points Most recent by Gibsongirl547 September 2025Feature Requests
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  Merged: Income and Expense Reports: Year to Year Comparisons

  Closed Coastal 1 view 0 comments 1 point Most recent by Coastal September 2025Feature Requests
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  End of year archive/processing (edited)

  Active rickthau 125 views 6 comments 10 points Most recent by Coach Natalie September 2025Feature Requests
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  Add a Payee Filter for empty payee names (edited)

  N4KHQ 77 views 7 comments 2 points Most recent by SRC54 September 2025Feature Requests