Active

Discussion List

• 
  -2

  Up Down
  Swap the colors on the Planned Spending progress bars (edited)

  Active sekelleykeesee 21 views 1 comment -2 points Most recent by RobWilk March 2024Feature Requests
• 
  Merged: Color Code Categories

  bcproducer 11 views 0 comments 3 points Most recent by bcproducer March 2024Feature Requests
• 
  1

  Up Down
  Better Simplifi Community integration into the mobile app (edited)

  Active Bgz 71 views 5 comments 1 point Most recent by RobWilk March 2024Feature Requests
• 
  Merged: Add Adviceworks Client Portal (Cetera)

  dahkshari 11 views 0 comments 1 point Most recent by dahkshari March 2024Report Missing Financial Institution or Biller
• 
  Merged: Sinking Funds. Roll Over

  rkblower1 31 views 0 comments 3 points Most recent by rkblower1 March 2024Feature Requests
• 
  8

  Up Down
  Make releasing Planned Spending funds optional/suppress notifications about closing (edited)

  Active UrsulaA 163 views 4 comments 8 points Most recent by William K March 2024Feature Requests
• 
  Merged: Add Notes column to transactions in the Reports section

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

  thaJack 21 views 0 comments -3 points Most recent by thaJack March 2024Feature Requests
• 
  2

  Up Down
  Transaction Register: Status Column should be removed or also display other statuses (edited)

  Active ajbopp 111 views 6 comments 2 points Most recent by DannyB March 2024Feature Requests
• 
  Merged: Average shown in reports

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

  William K 31 views 0 comments 1 point Most recent by William K March 2024Feature Requests
• 
  5

  Up Down
  Ability to Manually Link/Merge Transactions in the Mobile App [edited] (1 Merged Vote)

  Active jtjones0304 62 views 3 comments 5 points Most recent by UrsulaA March 2024Feature Requests
• 
  2

  Up Down
  Blur screen in iOS “App Switcher” (edited)

  Active ahealy 131 views 0 comments 2 points Most recent by ahealy March 2024Feature Requests
• 
  Merged: Walgreens Synchrony Mastercard

  RosenJ 1 view 0 comments 1 point Most recent by RosenJ March 2024Report Missing Financial Institution or Biller
• 
  Merged: Desert Financial Credit Union

  rbradle 1 view 0 comments 1 point Most recent by rbradle February 2024Report Missing Financial Institution or Biller
• 
  5

  Up Down
  Ability to Create Custom Account Types (edited)

  Active alkaboy 215 views 7 comments 5 points Most recent by UrsulaA February 2024Feature Requests
• 
  2

  Up Down
  Transfer Transactions: Remove non-functional "Exclude From Report" option

  Active RobWilk 72 views 4 comments 2 points Most recent by UrsulaA February 2024Feature Requests
• 
  Merged: Ability to split a single transaction between two months

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

  aolafsson 1 view 0 comments 3 points Most recent by aolafsson February 2024Feature Requests
• 
  2

  Up Down
  Add 401a as an Account Type (edited)

  Active FutureEye 41 views 1 comment 2 points Most recent by FutureEye February 2024Feature Requests
• 
  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 Most recent by IzzyR February 2024Feature Requests
• 
  Merged: Allow for input of cash transactions (without need to create a cash account)

  IzzyR 11 views 0 comments -1 point Most recent by IzzyR February 2024Feature Requests
• 
  3

  Up Down
  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
• 
  Merged: Separate out more Investment Account Types from Other subtotals

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

  Jillvee 11 views 0 comments 2 points Most recent by Jillvee February 2024Feature Requests
• 
  1

  Up
  Add support for Coastline FCU

  Active tscott.trinkle 12 views 0 comments 1 point Most recent by tscott.trinkle February 2024Report Missing Financial Institution or Biller
• 
  Merged: Raisin

  James153015 1 view 0 comments 1 point Most recent by James153015 February 2024Report Missing Financial Institution or Biller
• 
  3

  Up Down
  Don't delete Recurring Transactions when an account is deleted (edited)

  Active Shaun 44 views 1 comment 3 points Most recent by RobWilk February 2024Feature Requests
• 
  Merged: UI - Add the notes column to the transaction list in "Reports" (and possibly elsewhere)

  nairbkralc 11 views 0 comments 1 point Most recent by nairbkralc February 2024Feature Requests
• 
  Merged: I would like to hide credit cards with 0 balance

  iMan 11 views 0 comments 1 point Most recent by iMan February 2024Feature Requests