Feature Request

Discussion List

• 
  4

  Up Down
  Allow Bulk Editing of Category & Tags for Split Transactions (edited)

  Active DannyM 104 views 2 comments 4 points Most recent by craguirre May 23Feature Requests
• 
  7

  Up Down
  Ability to select which past transactions a new Transactions Rule gets applied to (edited)

  Active Norm6257 60 views 2 comments 7 points Most recent by DannyB May 23Feature Requests
• 
  7

  Up Down
  Rollover Management system for bills that vary each month (like utilities) [edited]

  Active davecave 84 views 4 comments 7 points Most recent by EL1234 May 22Feature Requests
• 
  6

  Up Down
  Ability to set annual/overall Watchlist targets (edited)

  Active cczh 94 views 5 comments 6 points Most recent by Jds May 21Feature Requests
• 
  Merged: Ability for watchlist to “track by” multiple items (e.g. Account (not yet available) AND Pa…

  Jds 11 views 0 comments 1 point Started by Jds May 21 Feature Requests
• 
  12

  Up Down
  Create Watchlists to track by Account (edited)

  Active adelery 115 views 6 comments 12 points Most recent by Jds May 20Feature Requests
• 
  23

  Up Down
  Allow Ability to add Multiple Categories to Planned Spending Expenses.

  Active Flopbot 489 views 9 comments 23 points Most recent by Max1223 May 19Feature Requests
• 
  2

  Up Down
  Ability to Search for Payees Under "Bills & Payments"

  Active Flopbot 28 views 2 comments 2 points Most recent by Flopbot May 18Feature Requests
• 
  73

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

  Active chanceryder25 540 views 26 comments 73 points Most recent by Wedo778 May 17Feature Requests
• 
  4

  Up Down
  Adjust the "Sent" and "Received" wording on Transfers Bucket in Spending plan (edited)

  Active RobWilk 37 views 0 comments 4 points Started by RobWilk May 17 Feature Requests
• 
  27

  Up Down
  Uncheck "Apply/Set for Past/Existing Transactions" prompt by default [edited] (6 Merged Votes)

  Active timmyc123 376 views 19 comments 27 points Most recent by balenblanken May 16Feature Requests
• 
  17

  Up Down
  Ability to visualize my data using a Sankey diagram (edited)

  Active Pchamb1998 413 views 9 comments 17 points Most recent by njt May 16Feature Requests
• 
  4

  Up Down
  Include Categories and/or Tags in "Link to Existing Recurring" dialog

  Active ajbopp 42 views 1 comment 4 points Most recent by WillardSB May 16Feature Requests
• 
  2

  Up Down
  Ability to add Planned Income in Spending Plan [edited] (2 Merged Votes)

  Active EL1234 40 views 3 comments 2 points Most recent by EL1234 May 16Feature Requests
• 
  4

  Up Down
  Planned Spending Expense - Hover Amount Should be Unrounded "Spent" Amount (edited)

  In Review Veloz 89 views 6 comments 4 points Most recent by UrsulaA May 15Feature Requests
• 
  13

  Up Down
  Delete the associated Tag when a Savings Goal is deleted (edited)

  In Review pawebb 213 views 8 comments 13 points Most recent by DG1993 May 15Feature Requests
• 
  2

  Up Down
  Add a Sandbox Mode (edited)

  Active EricG301 25 views 1 comment 2 points Most recent by Coach Jon May 14Feature Requests
• 
  6

  Up Down
  Ability to move the chat window around on the screen (edited)

  Active sheracr 93 views 8 comments 6 points Most recent by neon45 May 14Feature Requests
• 
  2

  Up Down
  Add Emojis/Icons for Categories (edited)

  Active MoneySkeets 143 views 8 comments 2 points Most recent by njt May 13Feature Requests
• 
  3

  Up Down
  Automatically add new accounts to existing bank connections (edited)

  Active Piyush Aggarwal 38 views 0 comments 3 points Started by Piyush Aggarwal May 11 Feature Requests
• 
  21

  Up Down
  Watchlists that can handle income rather than expenses

  Active bleen 90 views 5 comments 21 points Most recent by rdenove May 11Feature Requests
• 
  11

  Up Down
  Once a transaction is marked as "Reviewed", do not apply automatic changes (edited)

  Active timmyc123 84 views 6 comments 11 points Most recent by ejs May 10Feature Requests
• 
  6
  Mobile App: Ability to create "Subscriptions" from existing transactions [edited] (1 Merged Vote)

  Completed Closed tapierce 111 views 10 comments 6 points Most recent by Coach Natalie May 8Feature Requests
• 
  10

  Up Down
  Mirror Savings Buckets that are enabled at the bank level in Simplifi (edited)

  Active SimplyB33 256 views 4 comments 10 points Most recent by Proche May 8Feature Requests
• 
  1

  Up
  Add Zia Credit Union

  Active MomtheManager 5 views 0 comments 1 point Started by MomtheManager May 8 Report Missing Financial Institution
• 
  55

  Up Down
  Savings Goals should add back to the Spending Plan when used (2 Merged Votes)

  Active rayhooker 367 views 25 comments 55 points Most recent by Jerrod May 7Feature Requests