Completed

1

Completed Closed jtjones0304 51 views 6 comments 1 point Most recent by Coach Natalie September 2020Report Missing Financial Institution

1

Support Carta

Completed Closed ankushg 54 views 0 comments 1 point Started by ankushg September 2020 Report Missing Financial Institution

5

Spending Watchlist Alerts/Notifications

Completed Closed simplij 140 views 8 comments 5 points Most recent by terrancebrandon1 September 2020Feature Requests

3

“Last Year” option for all reporting options

Completed Closed pawayne 11 views 2 comments 3 points Most recent by pawayne September 2020Feature Requests

29

Import Transactions

Completed Closed robert 1.9K views 44 comments 29 points Most recent by TheNigerianPrince September 2020Feature Requests

3

Re-order Dashboard Items on Mobile App [edited] (4 Merged Votes)

Completed Closed simplij 52 views 4 comments 3 points Most recent by mjodotcom August 2020Feature Requests

0

Target Redcard Mastercard

Completed Closed EL1234 806 views 5 comments 0 points Most recent by cmfrazier August 2020Report Missing Financial Institution

Merged: Add support for Target's REDCard Credit Card

Closed cmfrazier 161 views 0 comments 0 points Started by cmfrazier August 2020 Report Missing Financial Institution

3

Ability to add Linked Bills

Completed Closed BlalockBills 11 views 0 comments 3 points Started by BlalockBills August 2020 Feature Requests

1

Option to exclude Pending from balance totals

Completed Closed simplij 130 views 6 comments 1 point Most recent by mike128 August 2020Feature Requests

0

Add "Cleared", "Matched", etc. to Status column [edited]

Completed Closed myf 91 views 3 comments 0 points Most recent by Coach Nicole July 2020Feature Requests

1

Stop reports from resetting when applying new criteria (edited)

Completed Closed mazar1977 1 view 1 comment 1 point Most recent by Coach Nicole July 2020Feature Requests

6

Spending Plan needs Savings Goal Subtracted [edited] (2 Merged Votes)

Completed Closed prat0088 54 views 10 comments 6 points Most recent by MaryM May 2020Feature Requests

Merged: Spending Plan needs Savings Goal Subtracted

Closed annazowada 11 views 0 comments 0 points Started by annazowada May 2020 Feature Requests

0

Manually adding account doesn’t offer ‘Investment’ as type of account [edited]

Completed Closed Wooloomooloo2 122 views 4 comments 0 points Most recent by jasondmcgee April 2020Feature Requests

Merged: Manually adding account doesn’t offer ‘Investment’ as type of account

Closed jasondmcgee 11 views 0 comments 0 points Started by jasondmcgee April 2020 Feature Requests

2

Net Income Report suggestions [edited]

Completed Closed Ryan and Chris 11 views 1 comment 2 points Most recent by Coach Nicole March 2020Feature Requests

7

Ability to deactivate/reactivate accounts in Simplifi [edited]

Completed Closed perrynmyers 233 views 7 comments 7 points Most recent by barryh March 2020Feature Requests

1

Missing United Wholesale Mortgage

Completed Closed jtjones0304 17 views 2 comments 1 point Most recent by Coach Tappan March 2020Report Missing Financial Institution

1

Upcoming Balance Graph

Completed Closed dwhieb 2 views 1 comment 1 point Most recent by Coach Tappan March 2020Feature Requests

5

Sort Recurring Bills by Date on the Mobile App (edited)

Completed Closed simplij 42 views 4 comments 5 points Most recent by Coach Tappan March 2020Feature Requests

9

Recurring Credit Card Payments use balance due

Completed Closed jtjones0304 116 views 2 comments 9 points Most recent by Coach Paco March 2020Feature Requests

16

Workflow for processing new transactions

Completed Closed prat0088 108 views 12 comments 16 points Most recent by Coach Paco February 2020Feature Requests

4

In the Transactions screen, filters should hold until I clear them

Completed Closed amartz02 11 views 3 comments 4 points Most recent by amartz02 February 2020Feature Requests

11

Sort Upcoming Transactions in Mobile App

Completed Closed RSKadish 52 views 3 comments 11 points Most recent by Coach Tappan February 2020Feature Requests

5

List of Product Release Notes/New Features

Completed Closed Andrew 215 views 5 comments 5 points Most recent by Coach Tappan February 2020Feature Requests

4

Allow editing of Savings Goals after creation [edited]

Completed Closed WalMartTrackSuit 1 view 2 comments 4 points Most recent by WalMartTrackSuit February 2020Feature Requests

0

Add Account

Completed Closed Skypilot 32 views 1 comment 0 points Most recent by Coach Nicole February 2020Report Missing Financial Institution

1

Marcus Bank

Completed Closed Skypilot 24 views 2 comments 1 point Most recent by Coach Nicole February 2020Report Missing Financial Institution

2

Include pending transactions

Completed Closed TommyMac 12 views 1 comment 2 points Most recent by Coach Paco February 2020Feature Requests

Completed

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