Feature Request

Discussion List

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  32

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  Ability to Move Simplifi Data to Quicken (edited)

  Active PS CFO 672 views 13 comments 32 points Most recent by Coach Natalie September 2025Feature Requests
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  12

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

  Active Max1223 72 views 4 comments 12 points Most recent by kgJettaIV September 2025Quicken Business & Personal Feature Requests
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  6

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  Elapsed Monthly Duration Indicator in Planned Spending (edited)

  Active zilacus 82 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 201 views 4 comments 5 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  20

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  Add Notes to Planned Spending Items (edited)

  Active nicko 291 views 11 comments 20 points Most recent by medha311 September 2025Feature Requests
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  -1

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

  Active trd716 51 views 3 comments -1 point Most recent by Coach Natalie September 2025Feature Requests
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  1

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  Deductible Tracker (edited)

  Active Dick_Davis 2 views 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 822 views 29 comments 48 points Most recent by Intenseapple September 2025Feature Requests
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  1

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  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
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  10

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  End of year archive/processing (edited)

  Active rickthau 121 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 22 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 112 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 502 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 21 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature Requests
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  2

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  Add a Payee Filter for empty payee names (edited)

  Active N4KHQ 71 views 7 comments 2 points Most recent by SRC54 September 2025Feature Requests
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  6

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  If Payee is new, set Category to Uncategorized

  Active DavidB 21 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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  2

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

  Active cloudquick 21 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 202 views 5 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
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  4

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

  Active Dick_Davis 11 views 1 comment 4 points Most recent by Dick_Davis September 2025Feature Requests
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  1

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  Add a Liquid Cash Flow Report (edited)

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

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  QBP: Need longer field for invoice number (edited)

  Active sidewalkboots 31 views 1 comment 2 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  1

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  Have recurring transactions show up in planned spending (edited)

  Active GirlFriday715 822 views 27 comments 1 point Most recent by SRC54 September 2025Feature Requests
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  Merged: Add a 'Tax Related' Filter (edited)

  Closed gpolkga 11 views 0 comments 2 points Most recent by SRC54 August 2025Feature Requests
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  9

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  Allow Watchlists based on Flags

  Active ajbopp 121 views 9 comments 9 points Most recent by Max1223 August 2025Feature Requests
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  46

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  Add Payees List/Ability to Manage Payees (edited)

  Active The Donovan 718 views 10 comments 46 points Most recent by Dick_Davis August 2025Feature Requests
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  16

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  Investment Tab Upgrades

  Active adizzlefoto 251 views 11 comments 16 points Most recent by Coach Natalie August 2025Feature Requests
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  8

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  iOS: Swipe right to go back

  Active Closed simplij 61 views 4 comments 8 points Most recent by Coach Natalie August 2025Feature Requests
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  1

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  Ability to add a one time income or expense event to the retirement planner (edited)

  Active superalloy 11 views 0 comments 1 point Most recent by superalloy August 2025Feature Requests