Feature Request

Discussion List

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  121

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  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 1.2K views 37 comments 121 points Most recent by MishaM April 20Feature Requests
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  Option to hide the update frequency icon in accounts (edited)

  Active Stu B 7 views 0 comments 0 points Started by Stu B April 20 Feature Requests
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  Mobile App: Bring back the Spending by Month report (edited)

  Active Stefanissa 15 views 1 comment 1 point Most recent by Coach Kristina April 19Feature Requests
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  Sort Watchlists by "Current Spending" [Edited]

  Active Couldever 243 views 0 comments 1 point Started by Couldever April 19 Feature Requests
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  16

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  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 201 views 9 comments 16 points Most recent by EL1234 April 19Feature Requests
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  103

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  Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)

  Active chiefplt 969 views 28 comments 103 points Most recent by JanB April 18Feature Requests
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  Mobile App: Ability to drill down from the graph in Reports (edited)

  Active Ashmizen 118 views 4 comments 10 points Most recent by cloud April 17Feature Requests
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  Ability to remove the app "Select" bar at top of Simplifi Wep App using iPad Safari (edited)

  Active Jlexky 6 views 0 comments 1 point Started by Jlexky April 17 Feature Requests
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  11

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  Planned Spending - Add One-Time Expense that crosses Multiple Months

  Active Flopbot 165 views 8 comments 11 points Most recent by EL1234 April 17Feature Requests
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  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 429 views 17 comments 60 points Most recent by rhebock2 April 16Feature Requests
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  368
  Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

  Completed Closed SimplifiBeta 10.1K views 221 comments 368 points Most recent by Coach Natalie April 16Feature Requests
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  Link to Bill Payer Website w/Login Credentials

  Active BobJohnia 57 views 2 comments 3 points Most recent by Coach Natalie April 16Feature Requests
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  24
  Ability to remove 'Related News' from Investments Portfolio

  Completed Closed mcnbmcnb 337 views 16 comments 24 points Most recent by Coach Natalie April 16Feature Requests
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  116
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Completed Closed 2sonsjim 1.9K views 56 comments 116 points Most recent by Coach Natalie April 16Feature Requests
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  14

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  Add “Split by Percentage” Option to splits. (edited)

  In Review Flopbot 382 views 17 comments 14 points Most recent by Roux April 16Feature Requests
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  2

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  Retirement Planner: Allow for a change in circumstances at a certain future time (edited)

  BHazeltine 15 views 1 comment 2 points Most recent by Coach Natalie April 16Feature Requests
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  Recurring Transactions with programmable variables (edited)

  Active avihawver 127 views 3 comments 2 points Most recent by EL1234 April 15Feature Requests
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  Merged: Feature Suggestion: Add 'Notes' field for all recurring series

  Closed SL888 1 view 0 comments 1 point Started by SL888 April 13 Feature Requests
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  61

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  Payee Name wild cards for Transaction Rules [edited] (1 Merged Vote)

  Active Simon Jemani 1.3K views 16 comments 61 points Most recent by sbennet1 April 13Feature Requests
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  14

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  Add a Report for Transfers (edited)

  Active ajbopp 234 views 10 comments 14 points Most recent by EL1234 April 12Feature Requests
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  25

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  Investment performance comparisons (1 Merged Vote)

  Active willya 237 views 13 comments 25 points Most recent by gerard143 April 12Feature Requests
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  7

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  Ability to toggle between list and chart views for Projected Cash Flow on Mobile and Web (edited)

  Active mblank78 53 views 3 comments 7 points Most recent by Thor April 12Feature Requests
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  Taxes Report Should Print or Export a Condensed Version (edited)

  Active SRC54 55 views 4 comments 2 points Most recent by SRC54 April 11Feature Requests
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  194
  Saved Reports [edited] (13 Merged Votes)

  Completed Closed paleosteve 3.2K views 76 comments 194 points Most recent by flintster_99 April 10Feature Requests
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Completed Closed buncha 5.3K views 138 comments 223 points Most recent by Coach Natalie April 10Feature Requests
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  11
  Show Splits Upon Hover in Transaction Activity (edited)

  Completed Closed AZSharps 137 views 5 comments 11 points Most recent by DryHeat April 9Feature Requests
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  Add thumbnail image icons to transactions to add some life and color (edited)

  gerard143 16 views 1 comment 1 point Most recent by Coach Natalie April 8Feature Requests
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  Net Worth Dashboard Card: Add the Asset/Liability Breakdown (edited)

  gerard143 14 views 1 comment 1 point Most recent by Coach Natalie April 8Feature Requests