Feature Request

Discussion List

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  1

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  QBP: Add a dedicated Billable Expenses section (edited)

  Active JMWDBA 4 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 2 views 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 388 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 42 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 95 views 4 comments 6 points Most recent by DJones September 2025Feature Requests
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  Don't include the current month in the 'Average' and 'Total' in Recurring Series (edited)

  Active strwrsdbz 4 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 630 views 13 comments 32 points Most recent by Coach Natalie September 2025Feature Requests
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  Ability to customize the Low Balance Notification for specific accounts (edited)

  Active Max1223 69 views 4 comments 12 points Most recent by kgJettaIV September 2025Quicken Business & Personal Feature Requests
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  Elapsed Monthly Duration Indicator in Planned Spending (edited)

  Active zilacus 55 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 204 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 241 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 44 views 3 comments -1 point Most recent by Coach Natalie September 2025Feature Requests
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  Deductible Tracker (edited)

  Active Dick_Davis 1 view 0 comments 1 point Most recent by Dick_Davis September 2025Feature Requests
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  48

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  Allow Savings Goals to have full functionality of other accounts

  Active sNashville 710 views 29 comments 48 points Most recent by Intenseapple September 2025Feature Requests
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  Forecast credit card interest in Projected Cash Flow (edited)

  Active RobWilk 24 views 2 comments 1 point Most recent by Jenny T September 2025Feature Requests
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  10

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  End of year archive/processing (edited)

  Active rickthau 113 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 25 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 116 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 467 views 21 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
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  2
  Add more granularity to the Y-Axis of the Net Income Report (edited)

  Obsolete Closed Kseniya 24 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature Requests
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  Add a Payee Filter for empty payee names (edited)

  N4KHQ 68 views 7 comments 2 points Most recent by SRC54 September 2025Feature Requests
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  If Payee is new, set Category to Uncategorized

  Active DavidB 24 views 1 comment 6 points Most recent by Dognose September 2025Feature Requests
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  3
  Ability to jump back to the current month in the Spending Plan (edited)

  Completed Closed pawebb 51 views 2 comments 3 points Most recent by Coach Natalie September 2025Feature Requests
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  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
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  15

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

  Active jtjones0304 181 views 5 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
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  Ability to Upload Documents to an Account, Such as Statements (edited)

  Active Dick_Davis 17 views 1 comment 4 points Most recent by Dick_Davis September 2025Feature Requests