Feature Request

Discussion List

• 
  1

  Up Down
  Applying sales tax to transactions

  Active Suki 12 views 0 comments 1 point Started by Suki October 2022 Feature Requests
• 
  2
  Have Watchlists reflect pending Recurring Bills (edited)

  Completed Closed jforjette 83 views 2 comments 2 points Most recent by Coach Natalie October 2022Feature Requests
• 
  4

  Up Down
  Remember the 'Date range' selection on Bills & Payments>Cash Flow page (edited)

  Active RobWilk 17 views 0 comments 4 points Started by RobWilk October 2022 Feature Requests
• 
  -2

  Up Down
  Mobile App: Add bar graphs back to the main Watchlists page (edited)

  Active mints4u 62 views 4 comments -2 points Most recent by Coach Natalie October 2022Feature Requests
• 
  Merged: ability to view/edit spending plan for 1 yr/multiple months at a time

  bbgirl 1 view 0 comments 1 point Started by bbgirl October 2022 Feature Requests
• 
  1

  Up Down
  Ability to view/apply Simplifi's renaming logic in addition to user-created Payee Rules (edited)

  Active Kanda 64 views 2 comments 1 point Most recent by Kanda October 2022Feature Requests
• 
  12
  Multiple logins for couples (edited)

  Completed Closed Sue 156 views 1 comment 12 points Most recent by Coach Natalie October 2022Feature Requests
• 
  Merged: Ability to set date of saving goal contribution

  kwimmer 1 view 0 comments 1 point Started by kwimmer October 2022 Feature Requests
• 
  95
  Authorized User with certain Permissions/View Access to Account [edited] (6 Merged Votes)

  Completed Closed sephorous 4.4K views 63 comments 95 points Most recent by Coach Natalie September 2022Feature Requests
• 
  4

  Up Down
  Ability to toggle between list and chart views for Projected Cash Flow on Mobile and Web (edited)

  Active mblank78 35 views 0 comments 4 points Started by mblank78 September 2022 Feature Requests
• 
  Merged: Splitting shared credit cards

  Skater 1 view 0 comments 1 point Started by Skater September 2022 Feature Requests
• 
  Merged: Category identification for big box stores

  Skater 1 view 0 comments 1 point Started by Skater September 2022 Feature Requests
• 
  3

  Up Down
  Mobile App: Open keyboard automatically to search for Payee when clicking on Payee field (edited)

  Active yippinyahoo 31 views 0 comments 3 points Started by yippinyahoo September 2022 Feature Requests
• 
  5
  Add a Recurring indicator to Transactions without having to expand the Details (edited)

  Completed Closed khayes 101 views 9 comments 5 points Most recent by Flopbot September 2022Feature Requests
• 
  Merged: Ability to reset Savings Goals (edited)

  Flopbot 328 views 0 comments 12 points Started by Flopbot September 2022 Feature Requests
• 
  Merged: Show "recurring" status in transaction table

  thisisbart 1 view 0 comments 1 point Started by thisisbart September 2022 Feature Requests
• 
  1

  Up Down
  Display tax lots for investments (edited)

  Active corefi 15 views 0 comments 1 point Started by corefi September 2022 Feature Requests
• 
  3
  Ability to track transactions for Manual Investment Accounts (edited)

  Completed Closed bankofdad 238 views 7 comments 3 points Most recent by bbertchie September 2022Feature Requests
• 
  4
  Need details of investments like market value and cost basis (edited)

  Completed Closed Cincinnati-Boy 33 views 1 comment 4 points Most recent by Coach Natalie September 2022Feature Requests
• 
  2
  For investment income, be able to create a rule so these get sorted differently

  Completed Closed Laura 71 views 3 comments 2 points Most recent by Coach Natalie September 2022Feature Requests
• 
  Merged: Add Keyboard Shortcuts (edited)

  justme 201 views 0 comments 8 points Started by justme September 2022 Feature Requests
• 
  3
  Ability to create 'Transfers' To/From IRA and Investment Accounts [edited] (3 Merged Votes)

  Completed Closed ZZPSP 306 views 5 comments 3 points Most recent by Coach Natalie September 2022Feature Requests
• 
  18
  Show Investment Transactions (1 Merged Vote)

  Completed Closed jpv121 825 views 21 comments 18 points Most recent by Coach Natalie September 2022Feature Requests
• 
  4

  Up Down
  Ability to set a default sort order for viewing transactions on the mobile app (edited)

  Active millsmn 86 views 1 comment 4 points Most recent by TVee54 September 2022Feature Requests
• 
  Merged: Split Transaction Automatic Amount Distribution

  Ricuba 1 view 0 comments 1 point Started by Ricuba September 2022 Feature Requests
• 
  0

  Up Down
  Add 'Precious Metals' as an Investment Account Type (edited)

  Active Gcran 35 views 1 comment 0 points Most recent by Coach Natalie August 2022Feature Requests
• 
  9

  Up Down
  Add a Year End Report (edited)

  Active lparrish1965 86 views 2 comments 9 points Most recent by Coach Natalie August 2022Feature Requests
• 
  Merged: Customizable columns in reports

  dmkreidler 71 views 0 comments 16 points Started by dmkreidler August 2022 Feature Requests
• 
  7
  Reports - Add Account Column to Transactions List (edited)

  Completed Closed paleosteve 53 views 4 comments 7 points Most recent by Coach Natalie August 2022Feature Requests
• 
  0
  Ability to search expense/income category at assignment

  Already Offered luke 21 views 1 comment 0 points Most recent by RobWilk August 2022Feature Requests