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Discussion List

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  Better Simplifi Community integration into the mobile app (edited)

  Active Bgz 51 views 5 comments 1 point Most recent by RobWilk March 2024Feature Requests
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  Merged: Add Adviceworks Client Portal (Cetera)

  dahkshari 11 views 0 comments 1 point Started by dahkshari March 2024 Report Missing Financial Institution
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  Merged: Sinking Funds. Roll Over

  rkblower1 31 views 0 comments 3 points Started by rkblower1 March 2024 Feature Requests
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  Make releasing Planned Spending funds optional/suppress notifications about closing (edited)

  Active UrsulaA 154 views 4 comments 8 points Most recent by William K March 2024Feature Requests
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  Merged: Add Notes column to transactions in the Reports section

  James-0401 11 views 0 comments 1 point Started by James-0401 March 2024 Feature Requests
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  Merged: Bill/Subscriptions when category is the same as Planned Spending

  thaJack 21 views 0 comments -3 points Started by thaJack March 2024 Feature Requests
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  Transaction Register: Status Column should be removed or also display other statuses (edited)

  Active ajbopp 118 views 6 comments 2 points Most recent by DannyB March 2024Feature Requests
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  Merged: Average shown in reports

  Mark23 11 views 0 comments -1 point Started by Mark23 March 2024 Feature Requests
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  Merged: Change Monthly Category Spending to Budget

  William K 31 views 0 comments 1 point Started by William K March 2024 Feature Requests
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  Ability to Manually Link/Merge Transactions in the Mobile App [edited] (1 Merged Vote)

  Active jtjones0304 51 views 3 comments 5 points Most recent by UrsulaA March 2024Feature Requests
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  Blur screen in iOS “App Switcher” (edited)

  Active ahealy 118 views 0 comments 2 points Started by ahealy March 2024 Feature Requests
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  Merged: Walgreens Synchrony Mastercard

  RosenJ 1 view 0 comments 1 point Started by RosenJ March 2024 Report Missing Financial Institution
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  Merged: Desert Financial Credit Union

  rbradle 1 view 0 comments 1 point Started by rbradle February 2024 Report Missing Financial Institution
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  Ability to sort register by Tags (edited)

  Active bowgy4 62 views 4 comments 10 points Most recent by UrsulaA February 2024Feature Requests
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  Ability to Create Custom Account Types (edited)

  Active alkaboy 174 views 7 comments 5 points Most recent by UrsulaA February 2024Feature Requests
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  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Active afrancisco87 137 views 5 comments 3 points Most recent by Coach Natalie February 2024Feature Requests
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  Transfer Transactions: Remove non-functional "Exclude From Report" option

  Active RobWilk 65 views 4 comments 2 points Most recent by UrsulaA February 2024Feature Requests
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  Merged: Ability to split a single transaction between two months

  Jds 31 views 0 comments -1 point Started by Jds February 2024 Feature Requests
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  Merged: Ability to apply custom title/label/name in front-end UI to colored flags

  aolafsson 1 view 0 comments 3 points Started by aolafsson February 2024 Feature Requests
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  Add 401a as an Account Type (edited)

  Active FutureEye 42 views 1 comment 2 points Most recent by FutureEye February 2024Feature Requests
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  Merged: Add option to make a payee name rule based on a specific string and not just keywords

  IzzyR 11 views 0 comments 1 point Started by IzzyR February 2024 Feature Requests
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  Merged: Allow for input of cash transactions (without need to create a cash account)

  IzzyR 11 views 0 comments -1 point Started by IzzyR February 2024 Feature Requests
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  Add the pop-up bubbles to the Projected Balance Chart's 'In the past' section (edited)

  Active txp 11 views 2 comments 3 points Most recent by Coach Natalie February 2024Feature Requests
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  Ability to Subtotal by Account Type in the Investments Tab (edited)

  Active alkaboy 22 views 1 comment 3 points Most recent by Kim E February 2024Feature Requests
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  Merged: Separate out more Investment Account Types from Other subtotals

  alkaboy 1 view 0 comments 1 point Started by alkaboy February 2024 Feature Requests
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  Merged: Ignore a split transaction

  Jillvee 11 views 0 comments 2 points Started by Jillvee February 2024 Feature Requests
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  Add support for Coastline FCU

  Active tscott.trinkle 11 views 0 comments 1 point Started by tscott.trinkle February 2024 Report Missing Financial Institution
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  Merged: Raisin

  James153015 1 view 0 comments 1 point Started by James153015 February 2024 Report Missing Financial Institution
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  Don't delete Recurring Transactions when an account is deleted (edited)

  Active Shaun 41 views 1 comment 3 points Most recent by RobWilk February 2024Feature Requests
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  Merged: UI - Add the notes column to the transaction list in "Reports" (and possibly elsewhere)

  nairbkralc 11 views 0 comments 1 point Started by nairbkralc February 2024 Feature Requests