Active

Discussion List

• 
  1

  Up
  Bell Bank Retirement Accounts (edited)

  Active jonathangutzmann 74 views 3 comments 1 point Most recent by jmyers98 March 2024Report Missing Financial Institution or Biller
• 
  Merged: add Category icons - in Transactions list etc.

  random 1 view 0 comments 1 point Most recent by random March 2024Feature Requests
• 
  0

  Up Down
  Mobile App: Dark Mode setting is independent when Space Sharing (edited)

  Active Flopbot 24 views 0 comments 0 points Most recent by Flopbot March 2024Feature Requests
• 
  1

  Up
  Bill Connect: Lexington-Fayette Urban County Government (LexServ) [edited]

  Active 75McK 72 views 5 comments 1 point Most recent by 75McK March 2024Report Missing Financial Institution or Biller
• 
  Merged: Support INR banks and investments firms - convert INR to USD automatically

  Batman03 11 views 0 comments 1 point Most recent by Batman03 March 2024Feature Requests
• 
  1

  Up
  FirstBank (edited)

  Active Allyson 21 views 0 comments 1 point Most recent by Allyson March 2024Report Missing Financial Institution or Biller
• 
  2

  Up Down
  Ability to track short positions in the Investments Portfolio

  Active System 71 views 7 comments 2 points Most recent by SimpliJSHL March 2024Feature Requests
• 
  0

  Up Down
  Ability to add a Tag to just one side of a Transfer (edited)

  Active wphenry 82 views 4 comments 0 points Most recent by UrsulaA March 2024Feature Requests
• 
  Merged: Bill Connect: Lexington-Fayette Urban County Government

  75McK 41 views 0 comments 1 point Most recent by 75McK March 2024Report Missing Financial Institution or Biller
• 
  Merged: Ability to adjust dates for split transactions

  kkw.1991 1 view 0 comments 1 point Most recent by kkw.1991 March 2024Feature Requests
• 
  3

  Up Down
  Ability to drill down each section of the Credit Score feature (edited)

  Active UrsulaA 51 views 4 comments 3 points Most recent by UrsulaA March 2024Feature Requests
• 
  Merged: Idea on How to Acurately Include Planned Expenses in Cash Flow

  CTopher 1 view 0 comments 1 point Most recent by CTopher March 2024Feature Requests
• 
  Merged: Have the option to get rid of the “everything else” category in reports (edited)

  Jakebernardi 1 view 0 comments 0 points Most recent by Jakebernardi March 2024Feature Requests
• 
  Merged: Only prompt for Multi-factor authentication on demand

  markv 11 views 0 comments 5 points Most recent by markv March 2024Feature Requests
• 
  Merged: ADD CANADIAN TIRE BANK - CTFS

  miridiamb 1 view 0 comments 1 point Most recent by miridiamb March 2024Report Missing Financial Institution or Biller
• 
  Merged: Show month progress indicator over the top of spending plan charts

  shaneharley90 1 view 0 comments 1 point Most recent by shaneharley90 March 2024Feature Requests
• 
  Merged: Watchlist Projected = Spent so far plus upcoming bills and subscriptions

  UrsulaA 1 view 0 comments 1 point Most recent by UrsulaA March 2024Feature Requests
• 
  Merged: Date filter

  drbeitzel 1 view 0 comments 1 point Most recent by drbeitzel March 2024Feature Requests
• 
  1

  Up
  Please add First National Bank of America

  Active bobodc1 1 view 0 comments 1 point Most recent by bobodc1 March 2024Report Missing Financial Institution or Biller
• 
  3

  Up
  Please add Oppenheimer & Co. Inc.

  Active bdaviskzoo 13 views 1 comment 3 points Most recent by bdaviskzoo March 2024Report Missing Financial Institution or Biller
• 
  Merged: Monthly Summary History

  brad08 1 view 0 comments 3 points Most recent by brad08 March 2024Feature Requests
• 
  Merged: Year-to-date (Last 12 months) Date range option

  getquickevenbetter 21 views 0 comments 4 points Most recent by getquickevenbetter March 2024Feature Requests
• 
  1

  Up
  Bill Connect: Ability to connect to a different BH Management resident account portal

  Active defiantsnack000 23 views 0 comments 1 point Most recent by defiantsnack000 March 2024Report Missing Financial Institution or Biller
• 
  -1

  Up Down
  Ability to track cash transactions without an account/Automatically add a cash account (edited)

  Active kenklein 817 views 23 comments -1 point Most recent by Coach Kristina March 2024Feature Requests
• 
  -2

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

  Active sekelleykeesee 23 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 72 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 162 views 4 comments 8 points Most recent by William K March 2024Feature Requests