Feature Request

Discussion List

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  8

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  Mobile App: Show Income before Bills on Cash Flow when both land on the same day

  Active Pmrussell892 142 views 5 comments 8 points Most recent by stacyvance June 2025Feature Requests
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  Merged: Referral Program

  Closed Money_Mister 1 view 0 comments 1 point Started by Money_Mister June 2025 Feature Requests
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  Add a Referral Program (edited)

  Active mattwikse 212 views 2 comments 8 points Most recent by Money_Mister June 2025Feature Requests
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  Add a checkbox to each month header in Transactions to "select all" for the month (edited)

  Active phixed 11 views 0 comments 4 points Started by phixed June 2025 Feature Requests
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  Merged: Bring the cashflow projection line graph to iPad/tablet Simplifi app.

  Closed AJsAway 11 views 0 comments 2 points Started by AJsAway June 2025 Feature Requests
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  Add exclusion criteria to Transaction Rules (edited)

  Active Chris.Landry8011 17 views 1 comment 4 points Most recent by DryHeat June 2025Feature Requests
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  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 24 views 4 comments 0 points Most recent by Dick_Davis June 2025Feature Requests
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  Ability to sort by 'Due Date' under All Recurring (edited)

  Active BradleyBenSmith 34 views 3 comments 10 points Most recent by jflores11 June 2025Feature Requests
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  Ability to contribute to multiple Savings Goals at one time (edited)

  Active MelonieH 41 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  Spending Plan Planning Page

  Active DannyB 13 views 0 comments 4 points Started by DannyB June 2025 Feature Requests
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  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 32 views 5 comments 1 point Most recent by Dick_Davis June 2025Feedback
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  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Active Dick_Davis 25 views 3 comments 0 points Most recent by Dick_Davis June 2025Feature Requests
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  Merged: Closable "Related News"

  Closed 20THOR18 11 views 0 comments 2 points Most recent by DryHeat June 2025Feature Requests
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  Projected Cash Flow: Add a different color for 'Transfer' dots (edited)

  Active Flopbot 14 views 0 comments 4 points Started by Flopbot June 2025 Feature Requests
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  Add an 'Attachments' column to Reports (edited)

  Active Dick_Davis 11 views 0 comments 2 points Started by Dick_Davis June 2025 Feature Requests
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  Recurring Credit Card Payments: Add an "Interest Saving Balance" Amount Option (edited)

  cloudquick 17 views 2 comments 2 points Most recent by cloudquick June 2025Feature Requests
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  Add a warning that there are attachments when deleting a transaction (edited)

  Dick_Davis 11 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  Mobile App: Show the day of the week on the date picker calendar for transactions (edited)

  Active timmyc123 42 views 4 comments 6 points Most recent by egal June 2025Feature Requests
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  Ability to Create Smart Expenses in Planned Spending (edited)

  Active killweav 36 views 1 comment 3 points Most recent by Coach Natalie June 2025Feature Requests
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  Ability to download dollars by category for a specified time period (edited)

  Active jgrede 73 views 4 comments 3 points Most recent by Coach Natalie June 2025Feature Requests
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  18

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  Ability to view any month in the Monthly Summary Report (edited)

  Active System 274 views 14 comments 18 points Most recent by Dakota June 2025Feature Requests
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  30

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  Mobile App: Ability to add PDF attachments (edited)

  Active stbautomation 393 views 16 comments 30 points Most recent by Dakota June 2025Feature Requests
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  Suggested changes for Release Notes (edited)

  Active Dick_Davis 15 views 0 comments 2 points Started by Dick_Davis June 2025 Feature Requests
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  12

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  Allow the - (minus) in searches (1 Merged Vote)

  Active EL1234 56 views 10 comments 12 points Most recent by Max1223 June 2025Feature Requests
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  Mobile App: Ability to print transaction attachments (edited)

  Active Folkcello 1 view 0 comments 1 point Started by Folkcello June 2025 Feature Requests
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  Merged: Ability To Make Layout Changes Permanent Across Logins (edited)

  Closed Simon Jemani 21 views 0 comments 5 points Most recent by Dick_Davis June 2025Feature Requests
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  Merged: Remember expanded/collapsed state of Accounts List, Transactions, & other elements

  Closed Sstrico 521 views 0 comments 66 points Most recent by Dick_Davis June 2025Feature Requests
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  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 58 views 3 comments 5 points Most recent by Dick_Davis June 2025Feature Requests
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  Ability to customize the size/width of the Accounts List on the Web App (edited)

  Active jlehmer 169 views 6 comments 13 points Most recent by Dick_Davis June 2025Feature Requests