Feature Request

Discussion List

• 
  6

  Up Down
  Add a separate Retirement bucket to the Account Types (edited)

  Active Money Manager 59 views 3 comments 6 points Most recent by SRC54 October 2024Feature Requests
• 
  10

  Up Down
  Bulk Move Transactions from one account to another (edited)

  Active SRC54 248 views 3 comments 10 points Most recent by SRC54 October 2024Feature Requests
• 
  2

  Up
  Provide a list of all requested financial institutions (edited)

  Active TeemSavvy 47 views 1 comment 2 points Most recent by Coach Kristina October 2024Report Missing Financial Institution
• 
  1
  Link to Community homepage from Simplifi Help Center

  Already Offered Closed dmulter 21 views 1 comment 1 point Most recent by UrsulaA October 2024Feature Requests
• 
  5

  Up Down
  Monitor Multiple Credit Scores

  Active BenTrackingFinances 83 views 1 comment 5 points Most recent by RFC793 October 2024Feature Requests
• 
  3

  Up Down
  Mobile App: Ability to see Investment Transactions from all accounts in one place (edited)

  Active votr 51 views 2 comments 3 points Most recent by UrsulaA October 2024Feature Requests
• 
  2
  Allow for Child Support Category to be edited as Income and not default as Expense

  Completed Closed ChristinaSeattle 32 views 2 comments 2 points Most recent by Coach Natalie October 2024Feature Requests
• 
  2

  Up Down
  Mobile App/Android: Add switch to enable screenshots (edited)

  Active wkh 414 views 10 comments 2 points Most recent by wkh October 2024Feature Requests
• 
  13

  Up Down
  Add a Notification for new transactions that are posted and need to be reviewed (edited)

  Active Christaaay 261 views 18 comments 13 points Most recent by Christaaay September 2024Feature Requests
• 
  Merged: Percentages in the Reports Section graphs (edited)

  Closed EDG 1 view 0 comments 1 point Started by EDG September 2024 Feature Requests
• 
  2

  Up Down
  Ability to have Flags in Investment Transactions (edited)

  Active UrsulaA 11 views 0 comments 2 points Started by UrsulaA September 2024 Feature Requests
• 
  Merged: Total Budget Overview in Planned Spending

  Closed Jeremiah.R.Akin 1 view 0 comments 1 point Started by Jeremiah.R.Akin September 2024 Feature Requests
• 
  2

  Up Down
  Add graphs to accounts (edited)

  Active Arkitekt 11 views 0 comments 2 points Started by Arkitekt September 2024 Feature Requests
• 
  5

  Up Down
  Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

  Active RockLee 13 views 0 comments 5 points Started by RockLee September 2024 Feature Requests
• 
  Merged: Cash Flow Graph Improvment

  Closed rdeck 1 view 0 comments 1 point Most recent by RobWilk September 2024Feature Requests
• 
  Merged: Reports: Save the Date Range setting based on what was last used (edited)

  Closed Zk80221 21 views 0 comments 4 points Most recent by UrsulaA September 2024Feature Requests
• 
  59

  Up Down
  Payee Name wild cards for Transaction Rules [edited] (1 Merged Vote)

  Active Simon Jemani 1.2K views 15 comments 59 points Most recent by UrsulaA September 2024Feature Requests
• 
  150
  Please create a native iPad App (7 Merged Votes)

  Completed Closed jeffzacharias 2.7K views 87 comments 150 points Most recent by Coach Natalie September 2024Feature Requests
• 
  15
  Tablet Support for Mobile App

  Completed Closed hikerspath 300 views 10 comments 15 points Most recent by Coach Natalie September 2024Feature Requests
• 
  Merged: Add default account view settings (edited)

  Closed Jedp 61 views 0 comments 4 points Most recent by rubles_mere.0e September 2024Feature Requests
• 
  33

  Up Down
  Cash Flow Graph should account for variable (Statement Balance) Credit Card payments each month

  Active scottnliz 444 views 15 comments 33 points Most recent by DannyB September 2024Feature Requests
• 
  14

  Up Down
  Add a progress bar to Watchlist cards (edited)

  Active SpaceTim 134 views 10 comments 14 points Most recent by SRC54 September 2024Feature Requests
• 
  18
  Investments: Ability to download/add a cost basis and purchase date to track total gains & losses

  Completed Closed aldas 367 views 22 comments 18 points Most recent by Coach Natalie September 2024Feature Requests
• 
  1
  Credit Score: Display a graph that shows score history over a selected period of time (edited)

  Completed Closed BlueGrits 22 views 2 comments 1 point Most recent by Coach Natalie September 2024Feature Requests