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Discussion List

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  Merged: (2023) Morgan Stanley Retirement / Wealth Management Support

  clikdude 1 view 0 comments 1 point Started by clikdude February 2023 Report Missing Financial Institution
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  Merged: Allow notes to be entered on a recurring series

  Jeannette 1 view 0 comments 1 point Started by Jeannette February 2023 Feature Requests
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  Merged: Allow longer or custom timeframe in projected cash flow view

  Jeannette 1 view 0 comments 1 point Started by Jeannette February 2023 Feature Requests
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  Merged: Add "account" attribute to transaction rule

  Adamt 1 view 0 comments 1 point Started by Adamt February 2023 Feature Requests
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  Ability to Sort By 'Next Due Date' Under Settings>Recurring [edited] (1 Merged Vote)

  Active Tickko 61 views 4 comments 6 points Most recent by tsnyder91 February 2023Feature Requests
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  Merged: Upcoming / Reminders

  Scotty Mac 1 view 0 comments 2 points Started by Scotty Mac February 2023 Feature Requests
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  Merged: Account Balancing

  Scotty Mac 1 view 0 comments 2 points Started by Scotty Mac February 2023 Feature Requests
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  New Direction Trust Company (roth IRA)

  Active laur 21 views 0 comments 1 point Started by laur February 2023 Report Missing Financial Institution
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  Merged: OneAmerica (retirement)

  laur 1 view 0 comments 1 point Started by laur February 2023 Report Missing Financial Institution
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  Merged: Allow for recurring transactions to be sorted by upcoming date ascending in the recurring v…

  tsnyder91 11 views 0 comments 2 points Started by tsnyder91 February 2023 Feature Requests
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  Merged: Default Account Per Savings Goal

  ajbopp 1 view 0 comments 1 point Started by ajbopp February 2023 Feature Requests
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  Merged: Show Sub-Categories in Spending Report

  ajbopp 1 view 0 comments 1 point Started by ajbopp February 2023 Feature Requests
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  Merged: Reconcile

  emk300 1 view 0 comments 1 point Started by emk300 February 2023 Feature Requests
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  Merged: ** Allow VPN Specially with Apple Relay **

  Patrick760 1 view 0 comments 1 point Started by Patrick760 February 2023 Feature Requests
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  Provide an indication that an action was not ignored/did not silently fail (edited)

  Active thsourg 12 views 0 comments 1 point Started by thsourg January 2023 Feature Requests
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  Merged: Allow for customization of each panel in the dashboard.

  thsourg 1 view 0 comments 1 point Started by thsourg January 2023 Feature Requests
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  Merged: Recurring Transition Frequency

  spyderdan 11 views 0 comments 1 point Started by spyderdan January 2023 Feature Requests
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  Merged: Turn on/off autoclassification on new transactions

  ryan-2022-2022 1 view 0 comments 1 point Started by ryan-2022-2022 January 2023 Feature Requests
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  Enzo financial institution

  Active thsourg 61 views 2 comments 1 point Most recent by thsourg January 2023Report Missing Financial Institution
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  Allow for custom tags on the New Idea form in the Community (edited)

  Active thsourg 41 views 0 comments 1 point Started by thsourg January 2023 Feature Requests
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  Merged: Multi-select transactions with Shift

  thsourg 1 view 0 comments 1 point Started by thsourg January 2023 Feature Requests
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  Merged: show account sync status

  kai4387 1 view 0 comments 1 point Started by kai4387 January 2023 Feature Requests
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  Merged: Shortcut to "not reviewed" and "uncategorized" transactions

  pst 1 view 0 comments 1 point Started by pst January 2023 Feature Requests
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  Merged: Have 'Withdraw From Savings Goals to Spend for Goal' Count as "Income" in the Spending Plan…

  Meghan 131 views 0 comments 12 points Started by Meghan January 2023 Feature Requests
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  Option for Bill Connect to keep the upcoming bill current with the account balance (edited)

  Active TommyMac 62 views 0 comments 4 points Started by TommyMac January 2023 Feature Requests
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  Merged: Allow Reordering and Hide/Unhide within the Accounts Subsection of Dashboard

  joeycjohn 1 view 0 comments 1 point Started by joeycjohn January 2023 Feature Requests
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  Merged: It's past time to add MFA (multi-factor authentication), Simplifi! Smart customers won't us…

  Booksy 11 views 0 comments 1 point Started by Booksy January 2023 Feature Requests
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  Merged: Rule to automatically ignore certain transactions

  cb77 1 view 0 comments 2 points Started by cb77 January 2023 Feature Requests
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  Project CD Balances

  Active BradleyBenSmith 62 views 1 comment 3 points Most recent by BradleyBenSmith January 2023Feature Requests
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  Merged: Quick link or something to only show "Not Reviewed" transactions

  Matthew876 1 view 0 comments 1 point Started by Matthew876 January 2023 Feature Requests