Feature Request

3

QBP: Ability to Create Estimates (edited)

Completed Closed Contractor 88 views 3 comments 3 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests
4

Mobile App: Add income and expense columns to the Net Income by Month Report (edited)

Obsolete Closed enigmaaaaa 52 views 1 comment 4 points Most recent by Coach Natalie October 2025Feature Requests
3

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QBP: Add an Invoice Terms and Conditions Acknowledgement/Hyperlink [Edited]

Active robertanthony87 26 views 1 comment 3 points Most recent by sidewalkboots September 2025Quicken Business & Personal Feature Requests
49

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Report of Current Monthly Spending Compared to Average Over Time (edited)

Active cobra1316 492 views 24 comments 49 points Most recent by Andor September 2025Feature Requests
3

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Web App: Change the way Projected Cash Flow is plotted for Credit Cards (edited)

Active TxTerp 76 views 6 comments 3 points Most recent by RobWilk September 2025Feature Requests
11

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Ability to forward receipt emails to Simplifi for automatic receipt tracking

Active bears007 122 views 3 comments 11 points Most recent by JMWDBA September 2025Feature Requests
80

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Ability to see a Total for all Planned Spending Items (Original & Current) [edited]

Active rosalynraelyn 830 views 59 comments 80 points Most recent by kevindavidgreer September 2025Feature Requests
8

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Create a new and separate Cash Transaction that is split from a Cash & ATM withdrawal (edited)

Active bcrossman 125 views 11 comments 8 points Most recent by egal September 2025Feature Requests
51

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Ability to auto-backup and restore data (edited)

Active asubbaiyanprof 897 views 31 comments 51 points Most recent by Dick_Davis September 2025Feature Requests
2

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Add Projected Cash Flow for Investment Accounts (edited)

Active MikeZ 11 views 0 comments 2 points Started by MikeZ September 2025 Feature Requests
1

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QBP: Add a dedicated Billable Expenses section (edited)

Active JMWDBA 1 view 0 comments 1 point Started by JMWDBA September 2025 Quicken Business & Personal Feature Requests
1

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QBP: Add a Date During Task Creation (edited)

Active JMWDBA 1 view 0 comments 1 point Started by JMWDBA September 2025 Quicken Business & Personal Feature Requests
3

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Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

Active pkp 259 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
4

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Ability to mark Investment Transactions as Recurring (edited)

Active orange_rijder 44 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
6

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Ability to run Reports by both Payee and Category (edited)

Active mattklein123 92 views 4 comments 6 points Most recent by DJones September 2025Feature Requests
89

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Annual Planned Spending or other options besides Monthly [edited] (2 Merged Votes)

Active chanceryder25 656 views 27 comments 89 points Most recent by ns99 September 2025Feature Requests
4

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Don't include the current month in the 'Average' and 'Total' in Recurring Series (edited)

Active strwrsdbz 2 views 0 comments 4 points Started by strwrsdbz September 2025 Feature Requests
Merged: 💰 NewtekBank Missing from Simplifi — Highest No-Limit HYSA Rate Users Need Access

Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 2025 Report Missing Financial Institution
Merged: 🚨 Still No Varo Bank in Simplifi — Users Deserve Action & ETA

Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 2025 Report Missing Financial Institution
82

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Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)

Active tngzng 1.5K views 57 comments 82 points Most recent by amacondray September 2025Feature Requests
1

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QBP: Include Project Name in Estimates (edited)

cloudquick 4 views 1 comment 1 point Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
30

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Ability to Move Simplifi Data to Quicken (edited)

Active PS CFO 541 views 13 comments 30 points Most recent by Coach Natalie September 2025Feature Requests
8

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Ability to disable the automatic linking of Transfers (edited)

Active SidKa 358 views 19 comments 8 points Most recent by Dick_Davis September 2025Feature Requests
6

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Combine Reports and the Transactions table

Active AZSharps 41 views 3 comments 6 points Most recent by Coach Natalie September 2025Feature Requests
11

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Ability to customize the Low Balance Notification for specific accounts (edited)

Active Max1223 56 views 4 comments 11 points Most recent by kgJettaIV September 2025Quicken Business & Personal Feature Requests
25

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Download Spending Plan to .XLS or .CSV

Active breedpdx 204 views 8 comments 25 points Most recent by Thursday September 2025Feature Requests
6

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Elapsed Monthly Duration Indicator in Planned Spending (edited)

Active zilacus 22 views 4 comments 6 points Most recent by Dick_Davis September 2025Feature Requests
5

QBP: Add mileage tracking (edited)

Completed Closed mattbroffman 195 views 4 comments 5 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
20

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Add Notes to Planned Spending Items (edited)

Active nicko 174 views 11 comments 20 points Most recent by medha311 September 2025Feature Requests
-1

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Mobile App: Move the 'Reviewed' checkmark to the left side of transactions (edited)

trd716 21 views 3 comments -1 point Most recent by Coach Natalie September 2025Feature Requests