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Discussion List

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  Would like to add CSE FCU (csefcu.com) [edited]

  Active Gavin love 83 views 8 comments 3 points Most recent by traider March 2025Report Missing Financial Institution or Biller
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  QBP: Make business "Usage" selector position consistent across all report screens

  Active DryHeat 8 views 0 comments 2 points Most recent by DryHeat March 2025Feature Requests
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  Merged: Add ability to upload documents to Reminder instances and move to transaction when matched

  Closed flintster_99 1 view 0 comments 1 point Most recent by flintster_99 March 2025Feature Requests
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  Merged: Add a button to quickly view transaction register filtered by Reviewed [Edited]

  Closed rlorcro 11 views 0 comments 1 point Most recent by Coach Kristina March 2025Feature Requests
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  People’s Trust Company

  Active Grsmith9118 1 view 0 comments 1 point Most recent by Grsmith9118 March 2025Report Missing Financial Institution or Biller
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  Merged: Ability to save the selection of columns within transaction window

  Closed USAviator 11 views 0 comments 1 point Most recent by DryHeat March 2025Feature Requests
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  Merged: Ability to set transaction rules within individual accounts

  Closed USAviator 1 view 0 comments 1 point Most recent by USAviator March 2025Feature Requests
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  Merged: Ability to Default Account Folding and Order

  Closed danielwhite8425 1 view 0 comments 1 point Most recent by danielwhite8425 March 2025Feature Requests
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  Merged: Transaction linking to goals

  Closed Jaiden 1 view 0 comments 1 point Most recent by Jaiden March 2025Feature Requests
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  Add an "overspent" visual cue to Planned Spending (edited)

  Active jsy42 32 views 2 comments 8 points Most recent by Flopbot March 2025Feature Requests
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  Merged: Custom Accounts List (edited)

  Closed MtnCreed 1 view 0 comments 1 point Most recent by MtnCreed March 2025Feature Requests
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  Merged: Notes field to remained checked ON in Reports, Watchlist and Spending Plan registers

  Closed Max1223 1 view 0 comments 1 point Most recent by Max1223 March 2025Feature Requests
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  Add more identifying info to the bank MFA screen so we know what account it's for (edited)

  Active simplif 48 views 1 comment 1 point Most recent by simplif March 2025Feature Requests
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  Undo option

  Active Jedp 683 views 19 comments 53 points Most recent by UrsulaA March 2025Feature Requests
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  Ability to add notes to the Investments Balances graph (edited)

  Active Flopbot 12 views 1 comment 3 points Most recent by UrsulaA March 2025Feature Requests
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  Merged: Waterfall chart for month to month, quarterly, and yearly spending

  Closed Luisito277 1 view 0 comments 1 point Most recent by Luisito277 March 2025Feature Requests
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  Add UMB "Card Center Direct" (edited)

  Active gmac 127 views 6 comments 1 point Most recent by Coach Kristina March 2025Report Missing Financial Institution or Biller
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  Pull paystub information from Workday into the income buckets (edited)

  Active Jrmclean 33 views 2 comments 2 points Most recent by Luisito277 March 2025Feature Requests
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  Merged: Workday paystub import into Simplifi

  Closed Luisito277 1 view 0 comments 1 point Most recent by Luisito277 March 2025Feature Requests
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  Add broken down "subgoals" to Savings Goals (edited)

  Active RobWilk 44 views 3 comments 5 points Most recent by Flopbot March 2025Feature Requests
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  5

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  Add a search feature to 'Tags' under Settings (edited)

  Active Flopbot 12 views 2 comments 5 points Most recent by Flopbot March 2025Feature Requests
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  Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

  Active paleosteve 214 views 6 comments 16 points Most recent by drjdub55 March 2025Feature Requests
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  Merged: Kelly Blue Book

  Closed Kevin Steinke 1 view 0 comments 1 point Most recent by Kevin Steinke March 2025Feature Requests
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  Binance

  Active Kevin Steinke 5 views 0 comments 1 point Most recent by Kevin Steinke March 2025Report Missing Financial Institution or Biller
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  7

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  Ally Financial Auto Loan

  Active mazar1977 53 views 2 comments 7 points Most recent by iakoubtchik March 2025Report Missing Financial Institution or Biller
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  QBP: Ability to associate a Recurring Series with a Business (edited)

  Active tdpmd 26 views 2 comments 4 points Most recent by Flopbot March 2025Quicken Business & Personal Feature Requests
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  Merged: Give option to change what to display as default in account summary section of the dashboard

  Closed VV25 1 view 0 comments 1 point Most recent by VV25 March 2025Feature Requests
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  Merged: Add a feature to handle yearly recurring bill or subscription in monthly spending plan auto…

  Closed VV25 21 views 0 comments 1 point Most recent by SRC54 March 2025Feature Requests
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  Add Debit / Credit columns (edited)

  Active ccrandall1979 11 views 1 comment 4 points Most recent by Coach Natalie March 2025Feature Requests
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  Integrate an "envelope" style budgeting system (edited)

  Active David Lyons 1.1K views 18 comments 48 points Most recent by rrodwell March 2025Feature Requests