Feature Request

Discussion List

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  10

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  Add 457b Retirement Account Type (edited)

  Active Domino82 142 views 8 comments 10 points Most recent by RobWilk October 2025Feature Requests
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  4

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  Add the pop-up bubbles to the Projected Balance Chart's 'In the past' section (edited)

  Active txp 21 views 3 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  15

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  Allow multiple mobile phone numbers for notifications (edited)

  Active mJKammert 233 views 11 comments 15 points Most recent by Coach Natalie October 2025Feature Requests
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  3
  QBP: Ability to Create Estimates (edited)

  Completed Closed Contractor 97 views 3 comments 3 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests
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  4
  Mobile App: Add income and expense columns to the Net Income by Month Report (edited)

  Obsolete Closed enigmaaaaa 53 views 1 comment 4 points Most recent by Coach Natalie October 2025Feature Requests
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  3

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

  Active robertanthony87 32 views 1 comment 3 points Most recent by sidewalkboots September 2025Quicken Business & Personal Feature Requests
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  49

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

  Active cobra1316 514 views 24 comments 49 points Most recent by Andor September 2025Feature Requests
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  3

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

  Active TxTerp 102 views 6 comments 3 points Most recent by RobWilk September 2025Feature Requests
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  11

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  Ability to forward receipt emails to Simplifi for automatic receipt tracking

  Active bears007 123 views 3 comments 11 points Most recent by JMWDBA September 2025Feature Requests
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  81

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

  Active rosalynraelyn 877 views 59 comments 81 points Most recent by kevindavidgreer September 2025Feature Requests
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  8

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

  Active bcrossman 132 views 11 comments 8 points Most recent by egal September 2025Feature Requests
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  51

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  Ability to auto-backup and restore data (edited)

  Active asubbaiyanprof 941 views 31 comments 51 points Most recent by matthew.martin_x September 2025Feature Requests
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  2

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  Add Projected Cash Flow for Investment Accounts (edited)

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

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  QBP: Add a dedicated Billable Expenses section (edited)

  Active JMWDBA 2 views 0 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feature Requests
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  1

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  QBP: Add a Date During Task Creation (edited)

  Active JMWDBA 3 views 0 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feature Requests
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  3

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

  Active pkp 277 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
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  4

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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 43 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
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  6

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

  Active mattklein123 93 views 4 comments 6 points Most recent by DJones September 2025Feature Requests
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  91

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

  Active chanceryder25 665 views 27 comments 91 points Most recent by ns99 September 2025Feature Requests
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  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 Most recent by strwrsdbz September 2025Feature Requests
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  Merged: 💰 NewtekBank Missing from Simplifi — Highest No-Limit HYSA Rate Users Need Access

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

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Most recent by HeyJaiBabyIGotUrMony September 2025Report Missing Financial Institution or Biller
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  1

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  QBP: Include Project Name in Estimates (edited)

  cloudquick 13 views 1 comment 1 point Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  30

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  Ability to Move Simplifi Data to Quicken (edited)

  Active PS CFO 554 views 13 comments 30 points Most recent by Coach Natalie September 2025Feature Requests
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  12

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

  Active Max1223 54 views 4 comments 12 points Most recent by kgJettaIV September 2025Quicken Business & Personal Feature Requests
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  25

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  Download Spending Plan to .XLS or .CSV

  Active breedpdx 216 views 8 comments 25 points Most recent by Thursday September 2025Feature Requests
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  6

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  Elapsed Monthly Duration Indicator in Planned Spending (edited)

  Active zilacus 23 views 4 comments 6 points Most recent by Dick_Davis September 2025Feature Requests
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  5
  QBP: Add mileage tracking (edited)

  Completed Closed mattbroffman 192 views 4 comments 5 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  20

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  Add Notes to Planned Spending Items (edited)

  Active nicko 181 views 11 comments 20 points Most recent by medha311 September 2025Feature Requests
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  -1

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

  trd716 24 views 3 comments -1 point Most recent by Coach Natalie September 2025Feature Requests