Feature Request

Discussion List

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  17

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  Planned Spending Expense Series - Allow $0.00 Amount

  Active molehill6804 241 views 11 comments 17 points Most recent by DannyB October 2025Feature Requests
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  5

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  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 63 views 2 comments 5 points Most recent by DannyB October 2025Feature Requests
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  140
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  Completed Closed HSC 2.1K views 46 comments 140 points Most recent by Coach Natalie October 2025Feature Requests
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  112
  Transaction Rules for Tags [edited] (2 Merged Votes)

  Completed Closed TGP 2.4K views 49 comments 112 points Most recent by Coach Natalie October 2025Feature Requests
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  4
  QBP: Send Invoice with PDF Attachment (edited)

  Completed Closed Amnesiac 21 views 1 comment 4 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests
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  2
  QBP: Estimated Quarterly Tax Calculator (edited)

  Completed Closed cyberstackn 154 views 6 comments 2 points Most recent by Coach Natalie October 2025Feature Requests
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  4

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  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 62 views 2 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  6

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  Add Projected Balance to Headers in Accounts List (edited)

  Active syrilmathai 131 views 6 comments 6 points Most recent by Coach Natalie October 2025Feature Requests
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  6

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  Add Ability to Re-Calibrate Balance in Manual Accounts

  Active SRC54 51 views 3 comments 6 points Most recent by RobWilk October 2025Feature Requests
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  27

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  Spending Plan: Option to forward 'Left at End of Month/Available' to the following month (edited)

  Active DannyB 1.2K views 38 comments 27 points Most recent by DannyB October 2025Feature Requests
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  4

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  Mobile App: Persistent Views in Investments (edited)

  Active HappyNorml 11 views 1 comment 4 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 32 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 291 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 233 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 51 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 41 views 1 comment 3 points Most recent by sidewalkboots September 2025Quicken Business & Personal Feature Requests
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  4

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

  Active TxTerp 142 views 6 comments 4 points Most recent by RobWilk September 2025Feature Requests
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  12

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  Ability to forward receipt emails to Simplifi for automatic receipt tracking

  Active bears007 131 views 3 comments 12 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 181 views 11 comments 9 points Most recent by egal September 2025Feature Requests
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  6

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  Add Projected Cash Flow for Investment Accounts (edited)

  Active MikeZ 11 views 0 comments 6 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 1 view 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 1 view 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 442 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 51 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 112 views 4 comments 6 points Most recent by DJones 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)

  Active cloudquick 12 views 1 comment 1 point Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests