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Discussion List

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  Automatically treat transfers to and from PayPal as "Transfers" in Simplifi

  Active System 780 views 4 comments 17 points Most recent by AllTheBananas January 2024Feature Requests
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  Merged: Urgent Feature Request: Enhancing Split Transaction (Separate rows with separate Payee, Not…

  Rstar 11 views 0 comments 1 point Started by Rstar January 2024 Feature Requests
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  Ability to apply released Planned Spending funds to a Savings Goal (edited)

  Active Emacken 73 views 2 comments 2 points Most recent by Emacken January 2024Feature Requests
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  Savings Goals - Make it track REAL savings accounts (edited)

  Active maplewolf90 122 views 3 comments 4 points Most recent by aolafsson January 2024Feature Requests
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  Merged: Add last refresh time to accounts

  Mike B 1 view 0 comments 1 point Started by Mike B January 2024 Feature Requests
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  Bill Connect: Rushmore tenant web access / rentmanager.com (edited)

  Active Gheldean 73 views 0 comments 1 point Started by Gheldean January 2024 Report Missing Financial Institution
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  Merged: Florida retirement services (edited)

  Max F 1 view 0 comments 1 point Started by Max F January 2024 Report Missing Financial Institution
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  Merged: Add Renaming rule by phrase

  Mike B 1 view 0 comments 1 point Started by Mike B January 2024 Feature Requests
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  Add a Categories/Labels Column to the Investments Portfolio (edited)

  Active james01 32 views 1 comment 1 point Most recent by Coach Natalie January 2024Feature Requests
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  Merged: Add AAA Visa Card

  Mike B 1 view 0 comments 1 point Started by Mike B January 2024 Report Missing Financial Institution
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  Merged: Tractor Supply Company Store Card

  blackoak 1 view 0 comments 1 point Started by blackoak January 2024 Report Missing Financial Institution
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  Ability to add Notes to Investment Holdings and Cash (edited)

  Active Randy1234 32 views 0 comments 1 point Started by Randy1234 January 2024 Feature Requests
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  Merged: Track Credit Card Rewards

  Awoody87 1 view 0 comments 1 point Started by Awoody87 January 2024 Feature Requests
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  Ability to easily drill down or run a report for category spending directly from transactions

  Active MBT 33 views 0 comments 2 points Started by MBT January 2024 Feature Requests
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  Merged: Set Checking/Savings Accounts Separate from Credit Cards in Dashboard List

  krubinow 1 view 0 comments 1 point Started by krubinow January 2024 Feature Requests
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  Merged: Edit multiple transactions in mobile app

  QknUserC 1 view 0 comments 1 point Started by QknUserC January 2024 Feature Requests
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  Revert to the old color scheme/update the new colors to something modern (edited)

  Active jsebagh 313 views 18 comments 14 points Most recent by DMcWetty January 2024Feature Requests
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  Finicity: Add Utah First Credit Union

  Active CanyonHawks 92 views 7 comments 1 point Most recent by Coach Natalie January 2024Report Missing Financial Institution
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  Ability to automatically apply splits to downloaded, imported, and manual transactions (edited)

  Active simplira 165 views 6 comments 6 points Most recent by UrsulaA January 2024Feature Requests
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  Merged: Track credit card bill due dates and balance

  nnmask 1 view 0 comments 1 point Started by nnmask January 2024 Feature Requests
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  Sonoma Federal Credit Union

  Closed Skeptic Newbie 31 views 1 comment 1 point Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  Ability to mark reimbursements (from my roommates) as a recurring bill, rather than income (edited)

  Active eperduk7 1.2K views 5 comments 16 points Most recent by amlg5212 January 2024Feature Requests
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  Merged: Add Stash.com to Financial Institutions

  kenklein 1 view 0 comments 1 point Started by kenklein January 2024 Feature Requests
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  Merged: Applecard Please!

  SGG2 1 view 0 comments 1 point Started by SGG2 January 2024 Report Missing Financial Institution
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  Ability to create case-sensitive Payee Rules (edited)

  Active Dave L 53 views 4 comments 4 points Most recent by Dave L January 2024Feature Requests
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  Finicity: Please add Nationwide Retirement

  Active CanyonHawks 41 views 0 comments 3 points Started by CanyonHawks January 2024 Report Missing Financial Institution
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  Merged: Allow me to search for transactions with two tags

  EL1234 11 views 0 comments 0 points Started by EL1234 January 2024 Feature Requests
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  Dividend Financial (Fifth Third Bank)

  Active budgetj75 63 views 4 comments 2 points Most recent by budgetj75 January 2024Report Missing Financial Institution
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  Merged: Ability to designate which accounts update automatically when launching Simplifi

  RipTWD 11 views 0 comments 2 points Started by RipTWD January 2024 Feature Requests
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  Merged: Recurring bill management

  RajOnTrack 11 views 0 comments 2 points Started by RajOnTrack January 2024 Feature Requests