Feature Request

Discussion List

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  1

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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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  1
  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 163 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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  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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  0

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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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  4
  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
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  Change the order of the 'Banking' Dashboard Card on the Mobile App (edited)

  Active pkp 52 views 1 comment 1 point Most recent by Coach Natalie June 2023Feature Requests
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  2
  Ability to search for and install the Chrome Extension App (edited)

  Already Offered Closed Dan-in-Virginia 250 views 6 comments 2 points Most recent by Dan-in-Virginia June 2023Feature Requests
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  Add More Color Separation in Light Mode (edited)

  Active jaredbkt 52 views 0 comments 1 point Started by jaredbkt June 2023 Feature Requests
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  8

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  Savings Goal - Add New Types

  Active Flopbot 92 views 6 comments 8 points Most recent by RobWilk June 2023Feature Requests
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  3

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  MacOS Widget

  Active Oscar 98 views 1 comment 3 points Most recent by RobWilk June 2023Feature Requests
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  4
  Ability to mark just one side of a Transfer to Ignore from Spending Plan (edited)

  Completed Closed RobWilk 634 views 19 comments 4 points Most recent by RobWilk June 2023Feature Requests
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  14
  Subtract Recurring Investment Transfers from my Spending Plan amount (edited)

  Completed Closed davecave 561 views 7 comments 14 points Most recent by Coach Natalie June 2023Feature Requests
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  12
  Match Downloads to Scheduled Transactions, even if the Amounts slightly differ (edited)

  Completed Closed mazar1977 142 views 8 comments 12 points Most recent by Coach Natalie June 2023Feature Requests
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  4

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  Redirect to the 'By Account' View When Clicking "Savings Goals" from the Accounts List (edited)

  Active Flopbot 66 views 0 comments 4 points Started by Flopbot June 2023 Feature Requests
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  Setup Transaction Rules to mirror the microservices offered by Qapital, Acorn, etc. (edited)

  Active TommyMac 52 views 4 comments -1 point Most recent by Coach Natalie June 2023Feature Requests
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  3

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  Ability to run Spending Report by Month without using Custom Date Range (edited)

  Active noone 32 views 0 comments 3 points Started by noone June 2023 Feature Requests
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  Add a separate Report for spouse's accounts to show overall health of the household (edited)

  Active Vulpes 58 views 0 comments 1 point Started by Vulpes June 2023 Feature Requests
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  Periodic Summary Report, leading to Spending Plan Guidance & Suggestions (edited)

  Active ajbopp 75 views 2 comments 3 points Most recent by ajbopp June 2023Feature Requests
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  Consistent Interface between Mobile and Web

  Active ajbopp 43 views 0 comments 2 points Started by ajbopp June 2023 Feature Requests
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  38
  Spending Plan should include Recurring Transfers [edited] (8 Merged Votes)

  Completed Closed bcrossman 1.1K views 25 comments 38 points Most recent by Coach Natalie June 2023Feature Requests
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  6

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  Show Institution Names on Dashboard/Account List (edited)

  Active johnb 105 views 5 comments 6 points Most recent by DannyB May 2023Feature Requests
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  Show the Target when Contributing to Goal (edited)

  Active JTerbeek 43 views 2 comments 5 points Most recent by RobWilk May 2023Feature Requests