Feature Request

Discussion List

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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 141 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

  Active ChefKeith 81 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
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  17

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

  Active mmmartian 62 views 2 comments 17 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 253 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 82 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 212 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 1 view 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 562 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 42 views 2 comments 4 points Most recent by RobWilk November 2025Feature Requests
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  54
  More detailed CSV imports (categories, description, notes) [edited]

  Completed Closed corefi 1.3K 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 11 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 1.4K 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 482 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 1.5K 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 31 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 71 views 4 comments 14 points Most recent by DryHeat November 2025Feature Requests
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  7

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

  Active DryHeat 112 views 6 comments 7 points Most recent by SRC54 November 2025Feature Requests
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  1

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  Add a scroll bar to the top of the Income & Expense Report (edited)

  Active nrp06 101 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  2

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  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 101 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  275
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Closed Luis 6.5K views 150 comments 275 points Most recent by Coach Natalie November 2025Feature Requests
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  9

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  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 51 views 5 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  7

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  QBP: Add a 'Date' field to items on Invoices (edited)

  Active JMWDBA 21 views 2 comments 7 points Most recent by PGLConsultant November 2025Feature Requests
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  3

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  Add Projected Cash Flow to the headers in the Accounts List (edited)

  Active RobWilk 12 views 0 comments 3 points Most recent by RobWilk November 2025Feature Requests