Already Offered

1

Ability to automatically include non-recurring income in the Spending Plan (edited)

Already Offered Closed MishaM 43 views 2 comments 1 point Most recent by EL1234 July 2025Feature Requests

1

Add a horizontal scroll bar to Reports (edited)

Already Offered Closed Kseniya 11 views 1 comment 1 point Most recent by Coach Natalie July 2025Feature Requests

1

Modify [the community] to have a dedicated section for connection issues

Already Offered Closed DryHeat 38 views 6 comments 1 point Most recent by DryHeat April 2025Feature Requests

1

Wells Fargo Retail Services

Already Offered RobWilk 23 views 1 comment 1 point Most recent by RobWilk December 2024Report Missing Financial Institution

1

Link to Community homepage from Simplifi Help Center

Already Offered Closed dmulter 21 views 1 comment 1 point Most recent by UrsulaA October 2024Feature Requests

1

Automatically fallback to other online banking connectors (edited)

Already Offered Closed jade 34 views 4 comments 1 point Most recent by Coach Natalie August 2024Feature Requests

1

Add ability to look at items in the past in the Bills & Payments section (edited)

Already Offered Closed 1977Pressman 54 views 1 comment 1 point Most recent by UrsulaA February 2024Feature Requests

4

Ability to import net worth data for investment accounts

Already Offered Closed UrsulaA 287 views 16 comments 4 points Most recent by FutureEye February 2024Feature Requests

3

When correcting a category, have the option to apply to past and future transactions for that payee

Already Offered Closed System 82 views 5 comments 3 points Most recent by UrsulaA February 2024Feature Requests

0

Add a "Notes" field to transactions (edited)

Already Offered Closed Olyduck 81 views 2 comments 0 points Most recent by Olyduck January 2024Feature Requests

2

Barclays US Credit card

Already Offered Closed Tparks 21 views 3 comments 2 points Most recent by UrsulaA January 2024Report Missing Financial Institution

1

George D Warthen Bank

Already Offered Closed Jondawg45 41 views 2 comments 1 point Most recent by Jondawg45 January 2024Report Missing Financial Institution

1

Please Add Pennsylvania State Employees Credit Union (PSECU) [edited]

Already Offered Closed cmcgalla 101 views 2 comments 1 point Most recent by cmcgalla December 2023Report Missing Financial Institution

1

SURS State Universities Retirement System with Voya (edited)

Already Offered Sample5175 132 views 1 comment 1 point Most recent by Sample5175 December 2023Report Missing Financial Institution

1

Community: Ability to filter Idea posts by status (edited)

Already Offered Pchamb1998 81 views 5 comments 1 point Most recent by Pchamb1998 December 2023Feature Requests

1

Please add SouthState Bank (edited)

Already Offered Closed docclayb 151 views 4 comments 1 point Most recent by btsmith52 November 2023Report Missing Financial Institution

1

View List of Connected Billers (edited)

Already Offered Closed Zzarkc 71 views 1 comment 1 point Most recent by Coach Natalie November 2023Feature Requests

1

Allow new connection attempt on failure

Already Offered Closed ajbopp 35 views 3 comments 1 point Most recent by ajbopp November 2023Feature Requests

1

Please add FirstBank PR

Already Offered Closed Glen 72 views 1 comment 1 point Most recent by Coach Natalie November 2023Report Missing Financial Institution

1

Net Worth Statement

Already Offered Closed ssandefur 63 views 1 comment 1 point Most recent by Coach Natalie September 2023Feature Requests

1

Charles Schwab 401k (edited)

Already Offered Closed Sri 271 views 2 comments 1 point Most recent by Sri August 2023Report Missing Financial Institution

2

Enable brokerage accounts to be included in New Worth report

Already Offered DEA3 53 views 2 comments 2 points Most recent by DEA3 August 2023Feature Requests

2

Indent Savings Goal and Available Balance under the account name in Accounts List (edited)

Already Offered Closed pawebb 64 views 5 comments 2 points Most recent by Flopbot August 2023Feature Requests

1

Ability to create transfers to/from internal Simplifi accounts (edited)

Already Offered Closed avihawver 111 views 1 comment 1 point Most recent by Coach Natalie July 2023Feature Requests

2

Ability to search for and install the Chrome Extension App (edited)

Already Offered Closed Dan-in-Virginia 261 views 6 comments 2 points Most recent by Dan-in-Virginia June 2023Feature Requests

1

Investments Growth

Already Offered Closed BadrVA 11 views 1 comment 1 point Most recent by Coach Natalie May 2023Feature Requests

1

Bank Balance vs Balance with Pending per account

Already Offered Closed roscoevm 111 views 1 comment 1 point Most recent by Coach Natalie May 2023Feature Requests

1

Add support for Virginia 529

Already Offered acs 41 views 2 comments 1 point Most recent by acs February 2023Report Missing Financial Institution

1

Global search

Already Offered MinB 52 views 3 comments 1 point Most recent by MinB December 2022Feature Requests

1

Slavic 401k

Already Offered Closed thisisbart 32 views 1 comment 1 point Most recent by Coach Natalie September 2022Report Missing Financial Institution

Already Offered

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