Feature Request

Discussion List

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  1
  Ability to re-order the Columns in Transaction Activity (edited)

  Completed Closed cas-sea 95 views 2 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  10
  Ability to sort register by Tags (edited)

  Completed Closed bowgy4 116 views 5 comments 10 points Most recent by Coach Natalie November 2025Feature Requests
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  9
  Mobile App: Allow "Banking" Dashboard tile to be hidden (edited)

  Completed Closed Kanda 327 views 11 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  5

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  Add an Account Type for Equity Accounts (edited)

  Active RASA 2 views 0 comments 5 points Most recent by RASA November 2025Feature Requests
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  -2

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  Rename 'Check #' to "Check/Reference #" (edited)

  Dick_Davis 42 views 5 comments -2 points Most recent by EL1234 November 2025Feature Requests
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  3

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  Other Spend: Ability to select multiple categories for a total (edited)

  MikeZ 51 views 4 comments 3 points Most recent by MikeZ November 2025Feature Requests
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  2

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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 22 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  12

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  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 124 views 7 comments 12 points Most recent by RobWilk November 2025Feature Requests
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  2

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  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 73 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
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  15

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  Include both 'Posted Date' and 'Transaction Date' for transactions (edited)

  Active mmmartian 65 views 2 comments 15 points Most recent by RobWilk November 2025Feature Requests
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  14

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  Add "Lowest Projected Balance" to Projected Cash Flow graph (edited)

  Active Jimmy Glass 223 views 8 comments 14 points Most recent by Grandude November 2025Feature Requests
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  7

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  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 53 views 4 comments 7 points Most recent by RipTWD November 2025Feature Requests
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  Merged: Creating multiple transactions

  Closed RipTWD 1 view 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Mobile App: Projected Cash Flow - Lowest Projected Date/Amount (edited)

  Closed Grandude 21 views 0 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  8

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  Reimbursement Tracker

  Active ajbopp 182 views 6 comments 8 points Most recent by JacksonHarding November 2025Feature Requests
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  2

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  Total Shareholder Return (TSR)

  Active ssoko 2 views 0 comments 2 points Most recent by ssoko November 2025Feature Requests
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  20

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  Gift a Simplifi subscription (edited)

  Active cczh 547 views 5 comments 20 points Most recent by TiggerTrainer November 2025Feature Requests
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  9

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  Ability to apply a Category Rule to each individual Rule for a Payee (edited)

  Active Flopbot 51 views 2 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  4

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  Savings Goals need an "End Goal" option (edited)

  Active RobWilk 44 views 2 comments 4 points Most recent by RobWilk November 2025Feature Requests
• 
  54
  More detailed CSV imports (categories, description, notes) [edited]

  Completed Closed corefi 1.2K views 26 comments 54 points Most recent by Coach Natalie November 2025Feature Requests
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  2

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  Reports: Omit All "Zero" Category Lines When Transactions Are Excluded (edited)

  Active DryHeat 13 views 0 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  7

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  MCP Server

  Active MtnCreed 1.3K views 5 comments 7 points Most recent by MtnCreed November 2025Feature Requests
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  16

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

  Active SimplyB33 453 views 8 comments 16 points Most recent by scribblerjane November 2025Feature Requests
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  108

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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 1.3K views 51 comments 108 points Most recent by taque November 2025Feature Requests
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  Merged: Compare Sub Categories Over Time

  Closed taque 1 view 0 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  3

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  Ability to attach files to Savings Goals (edited)

  Active Jessica A 34 views 2 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  14

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  Savings Goals: add Notes

  Active BlackNumberOne 73 views 4 comments 14 points Most recent by DryHeat November 2025Feature Requests
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  6

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  Add the 'Edit Series' option to the three dot menu of reminders (edited)

  DryHeat 92 views 6 comments 6 points Most recent by SRC54 November 2025Feature Requests