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Discussion List

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  19

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  Gift a Simplifi subscription (edited)

  Active cczh 486 views 5 comments 19 points Most recent by TiggerTrainer November 2025Feature Requests
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  5

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  Add support for J.Crew Credit Card

  Active surelyshirly 17 views 0 comments 5 points Started by surelyshirly November 2025 Feature Requests
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  9

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  Ability to apply a Category Rule to each individual Rule for a Payee (edited)

  Active Flopbot 52 views 2 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  9

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  Ability to breakdown Reports 'By Account' [edited] (1 Merged Vote)

  Active jsy42 95 views 6 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  4

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  Savings Goals need an "End Goal" option (edited)

  Active RobWilk 38 views 2 comments 4 points Most recent by RobWilk November 2025Feature Requests
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  51

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  Mortgage company not listed in bank options - NewRez (edited)

  Active lglasser 2.3K views 98 comments 51 points Most recent by Robcos November 2025Report Missing Financial Institution
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  2

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  Reports: Omit All "Zero" Category Lines When Transactions Are Excluded (edited)

  Active DryHeat 15 views 0 comments 2 points Started by DryHeat November 2025 Feature Requests
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  0

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  MCP Server

  Active MtnCreed 64 views 5 comments 0 points Most recent by MtnCreed November 2025Feature Requests
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  31

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  Ability to have multiple spaces/datasets (edited)

  Active Zach.A 628 views 2 comments 31 points Most recent by Stu B November 2025Feature Requests
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  15

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  Mirror Savings Buckets that are enabled at the bank level in Simplifi (edited)

  Active SimplyB33 356 views 8 comments 15 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Allow the ability to tie Saving Goals to SoFi vaults

  Closed scribblerjane 14 views 0 comments 1 point Most recent by DryHeat November 2025Feature Requests
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  101

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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 980 views 51 comments 101 points Most recent by RobWilk November 2025Feature Requests
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  Merged: Compare Sub Categories Over Time

  Closed taque 8 views 0 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  North Dakota 529 Aggregator Link (edited)

  Active jmyers98 12 views 0 comments 1 point Started by jmyers98 November 2025 Report Missing Financial Institution
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  3

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  Ability to attach files to Savings Goals (edited)

  Active Jessica A 23 views 2 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  14

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  Savings Goals: add Notes

  Active BlackNumberOne 69 views 4 comments 14 points Most recent by DryHeat November 2025Feature Requests
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  6

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  Add the 'Edit Series' option to the three dot menu of reminders (edited)

  DryHeat 60 views 6 comments 6 points Most recent by SRC54 November 2025Feature Requests
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  Merged: 1098-T Tuition Statement Tax Form

  Closed bethimusprime 5 views 0 comments 1 point Started by bethimusprime November 2025 Feature Requests
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  4

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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 50 views 5 comments 4 points Most recent by bethimusprime November 2025Feature Requests
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  2

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  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Active RobWilk 36 views 3 comments 2 points Most recent by RobWilk November 2025Feature Requests
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  1

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  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 43 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  6

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  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Active DryHeat 126 views 16 comments 6 points Most recent by RobWilk November 2025Feature Requests
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  7

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  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 41 views 3 comments 7 points Most recent by RobWilk November 2025Feature Requests
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  Merged: United Wholesale Mortgage Servicing

  Closed blazyt 3 views 0 comments 1 point Started by blazyt November 2025 Report Missing Financial Institution
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  66

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  Ability to Reopen Closed Accounts (edited)

  Active SZR 963 views 26 comments 66 points Most recent by J_M_F November 2025Feature Requests
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  2

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  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 60 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Over time breakdown by subcategory

  Closed jdreddaway 8 views 0 comments 2 points Most recent by RobWilk November 2025Feature Requests
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  Merged: Ability to create rules based on multiple keys

  Closed ferrulli 4 views 0 comments 1 point Started by ferrulli November 2025 Feature Requests
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  9

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  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 32 views 5 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Alight Nightwing

  Closed michaeljcampbell 4 views 0 comments 1 point Started by michaeljcampbell November 2025 Report Missing Financial Institution