Feature Request

Discussion List

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  Web App: Widen the Filter pop up or allow the full text to display upon hover (edited)

  Active Flopbot 56 views 1 comment 1 point Most recent by DannyB August 2023Feature Requests
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  Collapse all previous months by default when viewing transactions on the Web App (edited)

  Active pawebb 57 views 0 comments 5 points Started by pawebb August 2023 Feature Requests
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  Planned Spending - Add One-Time Expense that crosses Multiple Months

  Active Flopbot 65 views 1 comment 5 points Most recent by Coach Natalie August 2023Feature Requests
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  Ability to view Subcategories in Watchlists (edited)

  Active jsy42 56 views 1 comment 2 points Most recent by Coach Natalie July 2023Feature Requests
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  Track spending plan from tags rather than categories?

  Answered ✓ Closed dereckmezquita 216 views 3 comments 0 points Most recent by Coach Natalie July 2023Using the Spending Plan
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  Pin "Uncategorized" to the top of Filters (edited)

  Active Flopbot 42 views 1 comment 7 points Most recent by Norm6257 July 2023Feature Requests
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  Show number of transactions linked to a category or tag when viewing Settings > Categories & Tags

  Active Norm6257 43 views 0 comments 4 points Started by Norm6257 July 2023 Feature Requests
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  Ability to group transactions in the Transaction Activity registers by day (edited)

  Active Iceman 24 views 0 comments 1 point Started by Iceman July 2023 Feature Requests
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  Add a "Subcategory" Column in the Transaction Activity section (edited)

  Active jkhy 44 views 1 comment 0 points Most recent by Coach Natalie July 2023Feature Requests
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  Ability to track IOU's from friends in accounts like Venmo/CashApp (1 Merged Vote)

  Active amidzicigor 648 views 4 comments 11 points Most recent by JJo July 2023Feature Requests
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  Projected Cash Flow: Show all incoming money as a green dot (edited)

  Active frankrizzo 32 views 0 comments 3 points Started by frankrizzo July 2023 Feature Requests
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  Merged: Spending Report should allow for (rolling) average as well as sum

  tnixon42 1 view 0 comments 1 point Started by tnixon42 July 2023 Feature Requests
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  Savings Goals: add Notes

  Active BlackNumberOne 63 views 3 comments 12 points Most recent by YesIndeedee July 2023Feature Requests
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 44 views 1 comment 1 point Most recent by DannyB July 2023Feature Requests
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  Add Tags Field to Upcoming Transactions (edited)

  Active frankrizzo 23 views 0 comments 3 points Started by frankrizzo July 2023 Feature Requests
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  Merged: Default Net Worth Report to Last 12 Months

  jsy42 11 views 0 comments 3 points Started by jsy42 July 2023 Feature Requests
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  Generate a warning when editing a Recurring Series if the next Reminder has been edited (edited)

  Active Flopbot 62 views 5 comments 1 point Most recent by Flopbot July 2023Feature Requests
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  Ability to create transfers to/from internal Simplifi accounts (edited)

  Already Offered Closed avihawver 106 views 1 comment 1 point Most recent by Coach Natalie July 2023Feature Requests
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  Feature Request: Add BNPL (i.e. Afterpay, Affirm, Klarna, etc.) as connected partners

  Closed LVM 160 views 1 comment 2 points Most recent by Coach Natalie July 2023Feedback
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  Merged: Please fix Savings goals: let us link to existing transfers!

  avihawver 1 view 0 comments 1 point Started by avihawver July 2023 Feature Requests
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  Merged: Ability to assign Planned Spending expenses to an account (edited)

  avihawver 21 views 0 comments 1 point Started by avihawver July 2023 Feature Requests
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  Add Watchlist features to Spending Plan items (edited)

  Active Scott T 55 views 2 comments 0 points Most recent by DannyB July 2023Feature Requests
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  Display numerical values in "Over Time" Reports on Web without having to hover (edited)

  Active pkp 34 views 1 comment 3 points Most recent by RobWilk July 2023Feature Requests
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  Allow Simplifi users to designate a default MFA number for online banking (edited)

  Active Jonathan 52 views 0 comments 1 point Started by Jonathan June 2023 Feature Requests
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  Use Transaction Detail modal for 'Edit transaction' in Bills & Income of the Spending Plan (edited)

  Active RobWilk 63 views 1 comment 0 points Most recent by Coach Natalie June 2023Feature Requests
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  Mobile App: Update the Accounts page for better scrolling through accounts (edited)

  Active jwscott 41 views 1 comment 1 point Most recent by Coach Natalie June 2023Feature Requests
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  Ability to exclude Loan Account Transactions from Reports, or allow them to be edited (edited)

  Completed Closed aaron 51 views 3 comments 4 points Most recent by Coach Natalie June 2023Feature Requests