Feature Request

Discussion List

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  Merged: Allowing Multiple Payees for One Transaction - Splits (edited)

  Closed aastol 1 view 0 comments 1 point Most recent by aastol July 2025Feature Requests
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  18

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  Ability to Exclude Transactions/Accounts From Watchlists separate from Reports (edited)

  Active TGP 214 views 12 comments 18 points Most recent by sausab June 2025Feature Requests
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  Ability to add Attachments to each Split (edited)

  Dick_Davis 62 views 5 comments 0 points Most recent by EL1234 June 2025Feature Requests
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  Merged: Referral Program

  Closed Money_Mister 1 view 0 comments 1 point Most recent by Money_Mister June 2025Feature Requests
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  9

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  Add a Referral Program (edited)

  Active mattwikse 294 views 2 comments 9 points Most recent by Money_Mister June 2025Feature Requests
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  4

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  Add a checkbox to each month header in Transactions to "select all" for the month (edited)

  Active phixed 15 views 0 comments 4 points Most recent by phixed June 2025Feature Requests
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  Merged: Bring the cashflow projection line graph to iPad/tablet Simplifi app.

  Closed AJsAway 11 views 0 comments 2 points Most recent by AJsAway June 2025Feature Requests
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  Add exclusion criteria to Transaction Rules (edited)

  Active Chris.Landry8011 21 views 1 comment 4 points Most recent by DryHeat June 2025Feature Requests
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  1

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  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 41 views 4 comments 1 point Most recent by Dick_Davis June 2025Feature Requests
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  Ability to sort by 'Due Date' under All Recurring (edited)

  Active BradleyBenSmith 44 views 3 comments 10 points Most recent by jflores11 June 2025Feature Requests
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  Ability to contribute to multiple Savings Goals at one time (edited)

  Active MelonieH 54 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  4

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  Spending Plan Planning Page

  Active DannyB 11 views 0 comments 4 points Most recent by DannyB June 2025Feature Requests
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  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 42 views 5 comments 1 point Most recent by Dick_Davis June 2025Feedback
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  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Active Dick_Davis 32 views 3 comments 0 points Most recent by Dick_Davis June 2025Feature Requests
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  Projected Cash Flow: Add a different color for 'Transfer' dots (edited)

  Active Flopbot 12 views 0 comments 4 points Most recent by Flopbot June 2025Feature Requests
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  Merged: Closable "Related News"

  Closed 20THOR18 11 views 0 comments 2 points Most recent by DryHeat June 2025Feature Requests
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  Recurring Credit Card Payments: Add an "Interest Saving Balance" Amount Option (edited)

  cloudquick 22 views 2 comments 2 points Most recent by cloudquick June 2025Feature Requests
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  2

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  Add a warning that there are attachments when deleting a transaction (edited)

  Dick_Davis 23 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  3

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  Ability to Create Smart Expenses in Planned Spending (edited)

  Active killweav 32 views 1 comment 3 points Most recent by Coach Natalie June 2025Feature Requests
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  3

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  Ability to download dollars by category for a specified time period (edited)

  Active jgrede 82 views 4 comments 3 points Most recent by Coach Natalie June 2025Feature Requests
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  2

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  Suggested changes for Release Notes (edited)

  Active Dick_Davis 12 views 0 comments 2 points Most recent by Dick_Davis June 2025Feature Requests
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  12

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  Allow the - (minus) in searches (1 Merged Vote)

  Active EL1234 106 views 10 comments 12 points Most recent by Max1223 June 2025Feature Requests
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  1

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  Mobile App: Ability to print transaction attachments (edited)

  Active Folkcello 11 views 0 comments 1 point Most recent by Folkcello June 2025Feature Requests
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  Merged: Widening Account Descriptions in the Accounts List (edited)

  Closed Dick_Davis 1 view 0 comments 1 point Most recent by Dick_Davis June 2025Feature Requests
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  Ability to customize the size/width of the Accounts List on the Web App (edited)

  Active jlehmer 182 views 6 comments 14 points Most recent by Dick_Davis June 2025Feature Requests
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  5

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  Ability to see Cash Flow History (edited)

  cloudquick 42 views 5 comments 5 points Most recent by cloudquick June 2025Feature Requests
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  1

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  Allow the Other Spending Forecast to apply to the current month (edited)

  Active John Dressel 133 views 5 comments 1 point Most recent by DannyB June 2025Feature Requests
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  Ability to Edit the 'Income Received' Notification (edited)

  Active Flopbot 139 views 3 comments 5 points Most recent by Flopbot June 2025Feature Requests