Feature Request

4

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Add a 'Last Two Years' Date Range option (edited)

Active pst 86 views 3 comments 4 points Most recent by light April 23Feature Requests
15

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Ability to Export Attachments (edited)

Active dj2115 197 views 4 comments 15 points Most recent by sidewalkboots April 22Feature Requests
8

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Recurring Transactions should adjust the 'Next Date' based on the Frequency and the last transaction

Active Norm6257 132 views 4 comments 8 points Most recent by Coach Natalie April 22Feature Requests
3

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Privacy Mode: Ability to hide just account totals (edited)

Active cbear749 44 views 1 comment 3 points Most recent by SRC54 April 21Feature Requests
121

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

Active jsy42 1.4K views 37 comments 121 points Most recent by MishaM April 20Feature Requests
0

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Option to hide the update frequency icon in accounts (edited)

Active Stu B 20 views 0 comments 0 points Started by Stu B April 20 Feature Requests
1

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Mobile App: Bring back the Spending by Month report (edited)

Active Stefanissa 31 views 1 comment 1 point Most recent by Coach Kristina April 19Feature Requests
1

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Sort Watchlists by "Current Spending" [Edited]

Active Couldever 245 views 0 comments 1 point Started by Couldever April 19 Feature Requests
16

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

Active DryHeat 273 views 9 comments 16 points Most recent by EL1234 April 19Feature Requests
105

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

Active chiefplt 1.1K views 28 comments 105 points Most recent by JanB April 18Feature Requests
10

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Mobile App: Ability to drill down from the graph in Reports (edited)

Active Ashmizen 139 views 4 comments 10 points Most recent by cloud April 17Feature Requests
-1

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Ability to remove the app "Select" bar at top of Simplifi Wep App using iPad Safari (edited)

Active Jlexky 7 views 0 comments -1 point Started by Jlexky April 17 Feature Requests
11

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

Active Flopbot 229 views 8 comments 11 points Most recent by EL1234 April 17Feature Requests
60

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Add Percentages to Reports [edited] (1 Merged Vote)

Active brianc 609 views 17 comments 60 points Most recent by rhebock2 April 16Feature Requests
368

Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

Completed Closed SimplifiBeta 11.3K views 221 comments 368 points Most recent by Coach Natalie April 16Feature Requests
3

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Link to Bill Payer Website w/Login Credentials

Active BobJohnia 73 views 2 comments 3 points Most recent by Coach Natalie April 16Feature Requests
24

Ability to remove 'Related News' from Investments Portfolio

Completed Closed mcnbmcnb 436 views 16 comments 24 points Most recent by Coach Natalie April 16Feature Requests
116

Split Transactions - Add "Note" field to each split (1 Merged Vote)

Completed Closed 2sonsjim 2.2K views 56 comments 116 points Most recent by Coach Natalie April 16Feature Requests
15

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

In Review Flopbot 543 views 17 comments 15 points Most recent by Roux April 16Feature Requests
2

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

Active BHazeltine 17 views 1 comment 2 points Most recent by Coach Natalie April 16Feature Requests
2

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Recurring Transactions with programmable variables (edited)

Active avihawver 142 views 3 comments 2 points Most recent by EL1234 April 15Feature Requests
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
61

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

Active Simon Jemani 1.5K views 16 comments 61 points Most recent by sbennet1 April 13Feature Requests
14

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Add a Report for Transfers (edited)

Active ajbopp 316 views 10 comments 14 points Most recent by EL1234 April 12Feature Requests
25

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Investment performance comparisons (1 Merged Vote)

Active willya 292 views 13 comments 25 points Most recent by gerard143 April 12Feature Requests
7

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

Active mblank78 87 views 3 comments 7 points Most recent by Thor April 12Feature Requests
2

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Taxes Report Should Print or Export a Condensed Version (edited)

Active SRC54 84 views 4 comments 2 points Most recent by SRC54 April 11Feature Requests
194

Saved Reports [edited] (13 Merged Votes)

Completed Closed paleosteve 3.7K views 76 comments 194 points Most recent by flintster_99 April 10Feature Requests