Feature Request

Discussion List

• 
  6

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

  Active mattklein123 95 views 4 comments 6 points Most recent by DJones September 2025Feature Requests
• 
  94

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

  Active chanceryder25 803 views 27 comments 94 points Most recent by ns99 September 2025Feature Requests
• 
  4

  Up Down
  Don't include the current month in the 'Average' and 'Total' in Recurring Series (edited)

  Active strwrsdbz 3 views 0 comments 4 points Most recent by strwrsdbz September 2025Feature Requests
• 
  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
• 
  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
• 
  1

  Up Down
  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
• 
  32

  Up Down
  Ability to Move Simplifi Data to Quicken (edited)

  Active PS CFO 607 views 13 comments 32 points Most recent by Coach Natalie September 2025Feature Requests
• 
  12

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

  Active Max1223 64 views 4 comments 12 points Most recent by kgJettaIV September 2025Quicken Business & Personal Feature Requests
• 
  6

  Up Down
  Elapsed Monthly Duration Indicator in Planned Spending (edited)

  Active zilacus 45 views 4 comments 6 points Most recent by Dick_Davis September 2025Feature Requests
• 
  5
  QBP: Add mileage tracking (edited)

  Completed Closed mattbroffman 205 views 4 comments 5 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
• 
  20

  Up Down
  Add Notes to Planned Spending Items (edited)

  Active nicko 229 views 11 comments 20 points Most recent by medha311 September 2025Feature Requests
• 
  -1

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

  trd716 42 views 3 comments -1 point Most recent by Coach Natalie September 2025Feature Requests
• 
  1

  Up Down
  Deductible Tracker (edited)

  Active Dick_Davis 1 view 0 comments 1 point Most recent by Dick_Davis September 2025Feature Requests
• 
  47

  Up Down
  Allow Savings Goals to have full functionality of other accounts

  Active sNashville 683 views 29 comments 47 points Most recent by Intenseapple September 2025Feature Requests
• 
  1

  Up Down
  Forecast credit card interest in Projected Cash Flow (edited)

  Active RobWilk 21 views 2 comments 1 point Most recent by Jenny T September 2025Feature Requests
• 
  10

  Up Down
  End of year archive/processing (edited)

  Active rickthau 112 views 6 comments 10 points Most recent by Coach Natalie September 2025Feature Requests
• 
  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
• 
  11
  Net Income Report: Add Income and Expense amounts to the 'Total' for selected date range (edited)

  Obsolete Closed jsy42 113 views 2 comments 11 points Most recent by Coach Natalie September 2025Feature Requests
• 
  15
  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Obsolete Closed Bread01 424 views 21 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
• 
  2
  Add more granularity to the Y-Axis of the Net Income Report (edited)

  Obsolete Closed Kseniya 28 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature Requests
• 
  2

  Up Down
  Add a Payee Filter for empty payee names (edited)

  N4KHQ 57 views 7 comments 2 points Most recent by SRC54 September 2025Feature Requests
• 
  6

  Up Down
  If Payee is new, set Category to Uncategorized

  Active DavidB 23 views 1 comment 6 points Most recent by Dognose September 2025Feature Requests
• 
  3
  Ability to jump back to the current month in the Spending Plan (edited)

  Completed Closed pawebb 52 views 2 comments 3 points Most recent by Coach Natalie September 2025Feature Requests
• 
  2

  Up Down
  QBP: Ability to view Projected Income for Clients/Projects (edited)

  cloudquick 22 views 2 comments 2 points Most recent by cloudquick September 2025Quicken Business & Personal Feature Requests
• 
  15

  Up Down
  Have Varying Recurring Bills use average of last six months for the Amount (edited)

  Active jtjones0304 170 views 5 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
• 
  4

  Up Down
  Ability to Upload Documents to an Account, Such as Statements (edited)

  Active Dick_Davis 12 views 1 comment 4 points Most recent by Dick_Davis September 2025Feature Requests
• 
  1

  Up Down
  Add a Liquid Cash Flow Report (edited)

  BlueGrits 41 views 2 comments 1 point Most recent by BlueGrits September 2025Feature Requests
• 
  2

  Up Down
  QBP: Need longer field for invoice number (edited)

  sidewalkboots 33 views 1 comment 2 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
• 
  1

  Up Down
  Have recurring transactions show up in planned spending (edited)

  Active GirlFriday715 664 views 27 comments 1 point Most recent by SRC54 September 2025Feature Requests