Discussion List

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  Merged: Ability to 'pin' the left side pane

  Humanleg86 1 view 0 comments 1 point Started by Humanleg86 December 2022 Feature Requests
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  6

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  Ability to create transactions from the details of scanned receipts (edited)

  Active MinB 126 views 0 comments 6 points Started by MinB December 2022 Feature Requests
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  4

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  Ability to import transactions via CSV more than once (edited)

  Active Vince 111 views 0 comments 4 points Started by Vince December 2022 Feature Requests
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  Merged: Ability to display and print Planned Spending in a list format (edited)

  rodsan 11 views 0 comments 2 points Started by rodsan December 2022 Feature Requests
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  5

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  Mobile App: Dashboard Card Options - Small/Medium/Large (edited)

  Active bobluck 51 views 1 comment 5 points Most recent by millsmn November 2022Feature Requests
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  Merged: Add a "Select all" button in Filters

  SZR 1 view 0 comments 1 point Started by SZR November 2022 Feature Requests
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  3

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  Keep 'Completed' Savings Goals on the Savings Goal Dashboard tile until money is spent (edited)

  Active bobluck 71 views 3 comments 3 points Most recent by Coach Natalie November 2022Feature Requests
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  2

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  Ability to Create Smart Expenses in Planned Spending (edited)

  Active killweav 31 views 0 comments 2 points Started by killweav November 2022 Feature Requests
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  19

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  Improvements to Investing Capabilities

  Active Trevor Miller 161 views 8 comments 19 points Most recent by Coach Natalie October 2022Feature Requests
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  1

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  Ability to merge transactions across different/multiple accounts (edited)

  Active s36x 31 views 3 comments 1 point Most recent by DannyB October 2022Feature Requests
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  2
  Have Watchlists reflect pending Recurring Bills (edited)

  Completed Closed jforjette 82 views 2 comments 2 points Most recent by Coach Natalie October 2022Feature Requests
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  5

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

  Active RobWilk 22 views 0 comments 5 points Started by RobWilk October 2022 Feature Requests
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  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
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  1

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

  Active Kanda 61 views 2 comments 1 point Most recent by Kanda October 2022Feature Requests
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  12
  Multiple logins for couples (edited)

  Completed Closed Sue 151 views 1 comment 12 points Most recent by Coach Natalie October 2022Feature Requests
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  Merged: Ability to set date of saving goal contribution

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

  Completed Closed sephorous 4.5K views 63 comments 95 points Most recent by Coach Natalie September 2022Feature Requests
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  4

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

  Active mblank78 31 views 0 comments 4 points Started by mblank78 September 2022 Feature Requests
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  Merged: Splitting shared credit cards

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

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

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  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
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  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
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  Merged: Ability to reset Savings Goals (edited)

  Flopbot 321 views 0 comments 12 points Started by Flopbot September 2022 Feature Requests
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  Merged: Show "recurring" status in transaction table

  thisisbart 1 view 0 comments 1 point Started by thisisbart September 2022 Feature Requests
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  3
  Ability to track transactions for Manual Investment Accounts (edited)

  Completed Closed bankofdad 232 views 7 comments 3 points Most recent by bbertchie September 2022Feature Requests
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  4
  Need details of investments like market value and cost basis (edited)

  Completed Closed Cincinnati-Boy 31 views 1 comment 4 points Most recent by Coach Natalie September 2022Feature Requests
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  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
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  Merged: Add Keyboard Shortcuts (edited)

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

  Completed Closed ZZPSP 301 views 5 comments 3 points Most recent by Coach Natalie September 2022Feature Requests