Feature Request

Discussion List

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  1

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  Add Additional Options to Transaction History Settings (edited)

  Active today32 73 views 3 comments 1 point Most recent by today32 August 2024Feature Requests
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  5

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  Amount Matching: Ability to manually set the range for 'Limited Range' (edited)

  Active setheps 18 views 1 comment 5 points Most recent by EL1234 August 2024Feature Requests
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  2

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  Bills & Income: Add a Date Range Shortcut/Saved Date Range (edited)

  Active rbsimplifi 11 views 0 comments 2 points Started by rbsimplifi August 2024 Feature Requests
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  1

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  Add a 180 Day option to Investment Balances and Performance Graphs (edited)

  Active BHazeltine 11 views 0 comments 1 point Started by BHazeltine August 2024 Feature Requests
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  1
  Automatically fallback to other online banking connectors (edited)

  Already Offered Closed jade 33 views 4 comments 1 point Most recent by Coach Natalie August 2024Feature Requests
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  45
  Increase the Time Range on Projected Cash Flow Chart [edited] (6 Merged Votes)

  Completed Closed mazar1977 658 views 31 comments 45 points Most recent by RobWilk August 2024Feature Requests
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  12
  Ability to turn off in-product notifications (edited)

  Completed Closed JAL 258 views 9 comments 12 points Most recent by Coach Natalie August 2024Feature Requests
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  15

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  When clicking on "category" drop down, the current selected category should be auto-highlighted

  Active nichodamous 212 views 11 comments 15 points Most recent by UrsulaA August 2024Feature Requests
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  12

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  Add feature to transfer funds from one goal to another

  Active LtDan1912 32 views 3 comments 12 points Most recent by RobWilk August 2024Feature Requests
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  11

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  Ability to hide account balances in the Accounts List (edited)

  Active Tbone 188 views 9 comments 11 points Most recent by UrsulaA July 2024Feature Requests
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  2

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  Net Worth Report: Make each account identifiable in the chart with its own color (edited)

  Active pst 12 views 1 comment 2 points Most recent by RobWilk July 2024Feature Requests
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  19

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  Credit Card Utilization Report

  Active Marcus 77 views 9 comments 19 points Most recent by UrsulaA July 2024Feature Requests
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  Merged: Ability to turn off the display of account balances in the Accounts List (edited)

  Stella 21 views 0 comments 2 points Started by Stella July 2024 Feature Requests
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  23

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  Add Notes Field To Upcoming Transactions

  Active Tickko 181 views 8 comments 23 points Most recent by KB2014 July 2024Feature Requests
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  8
  Stop Savings Goals from counting in the Spending Plan upon expected completion (edited)

  Completed Closed Md2023 102 views 3 comments 8 points Most recent by Coach Natalie July 2024Feature Requests
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  3

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  Spending Plan available spending per week (edited)

  Active joroad 18 views 4 comments 3 points Most recent by Coach Natalie July 2024Feature Requests
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  Merged: Trend line graph for spending comparison

  Tessellate 1 view 0 comments 1 point Started by Tessellate July 2024 Feature Requests
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  1

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  Add support for Mexico banks (edited)

  Active Alessandro Balcazar 22 views 0 comments 1 point Started by Alessandro Balcazar July 2024 Feature Requests
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  Merged: TD Retail Financing

  nmcmahon1215 1 view 0 comments 1 point Started by nmcmahon1215 July 2024 Report Missing Financial Institution
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  21
  Spending Plan, Watchlists, & Reports - Amount Displayed on Transaction List for Splits (edited)

  Completed Closed Flopbot 332 views 21 comments 21 points Most recent by RobWilk July 2024Feature Requests
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  22

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  Please have 2FA available via QR Code/Apps when signing into Simplifi (edited)

  Active leos 238 views 12 comments 22 points Most recent by slash.axl July 2024Feature Requests
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  2

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  Allow 'Account' to be selected before entering a "Saved so far" amount when creating a Goal (edited)

  Active davebogue 2 views 1 comment 2 points Most recent by Coach Natalie July 2024Feature Requests
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  3

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  “Today” Line for Monthly Budget

  Active Jro3317 2 views 1 comment 3 points Most recent by Coach Natalie July 2024Feature Requests
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  6
  Mobile App: Ability to filter transactions by Tag (edited)

  Completed Closed Suki 162 views 4 comments 6 points Most recent by Coach Natalie July 2024Feature Requests
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  2

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  Modify "Product Feedback" page to ask if the submission is for a new feature (edited)

  Active BlueGrits 2 views 0 comments 2 points Started by BlueGrits July 2024 Feature Requests
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  3

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  Web App: Ability to see just the amounts in the Projected Cash Flow (like Mobile) [edited]

  Active wmurph011 1 view 0 comments 3 points Started by wmurph011 July 2024 Feature Requests