Feature Request

Discussion List

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  4
  Mobile App: Add income and expense columns to the Net Income by Month Report (edited)

  Obsolete Closed enigmaaaaa 55 views 1 comment 4 points Most recent by Coach Natalie October 2025Feature Requests
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  QBP: Add an Invoice Terms and Conditions Acknowledgement/Hyperlink [Edited]

  Active robertanthony87 42 views 1 comment 3 points Most recent by sidewalkboots September 2025Quicken Business & Personal Feature Requests
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  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Active cobra1316 597 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 120 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 126 views 3 comments 11 points Most recent by JMWDBA September 2025Feature Requests
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  9

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

  Active bcrossman 133 views 11 comments 9 points Most recent by egal 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 7 views 0 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feature Requests
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  QBP: Add a Date During Task Creation (edited)

  Active JMWDBA 4 views 0 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feature Requests
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  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 330 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 48 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 99 views 4 comments 6 points Most recent by DJones September 2025Feature Requests
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  94

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

  Active chanceryder25 777 views 27 comments 94 points Most recent by ns99 September 2025Feature Requests
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  Don't include the current month in the 'Average' and 'Total' in Recurring Series (edited)

  Active strwrsdbz 8 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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  QBP: Include Project Name in Estimates (edited)

  cloudquick 14 views 1 comment 1 point Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  32

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  Ability to Move Simplifi Data to Quicken (edited)

  Active PS CFO 587 views 13 comments 32 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 61 views 4 comments 12 points Most recent by kgJettaIV September 2025Quicken Business & Personal Feature Requests
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  6

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  Elapsed Monthly Duration Indicator in Planned Spending (edited)

  Active zilacus 48 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 203 views 4 comments 5 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  Add Notes to Planned Spending Items (edited)

  Active nicko 209 views 11 comments 20 points Most recent by medha311 September 2025Feature Requests
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  Mobile App: Move the 'Reviewed' checkmark to the left side of transactions (edited)

  trd716 38 views 3 comments -1 point Most recent by Coach Natalie September 2025Feature Requests
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  Deductible Tracker (edited)

  Active Dick_Davis 3 views 0 comments 1 point Most recent by Dick_Davis September 2025Feature Requests
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  47

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  Allow Savings Goals to have full functionality of other accounts

  Active sNashville 685 views 29 comments 47 points Most recent by Intenseapple September 2025Feature Requests
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  Forecast credit card interest in Projected Cash Flow (edited)

  Active RobWilk 25 views 2 comments 1 point Most recent by Jenny T September 2025Feature Requests
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  End of year archive/processing (edited)

  Active rickthau 102 views 6 comments 10 points Most recent by Coach Natalie September 2025Feature Requests
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  2
  Add daily detail to net income report

  Obsolete Closed SeePigeons 22 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature Requests
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  11
  Net Income Report: Add Income and Expense amounts to the 'Total' for selected date range (edited)

  Obsolete Closed jsy42 115 views 2 comments 11 points Most recent by Coach Natalie September 2025Feature Requests
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  15
  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Obsolete Closed Bread01 420 views 21 comments 15 points Most recent by Coach Natalie September 2025Feature Requests