Feature Request

Discussion List

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  17

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  Automatically treat transfers to and from PayPal as "Transfers" in Simplifi

  Active System 826 views 4 comments 17 points Most recent by AllTheBananas January 2024Feature Requests
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  Merged: Urgent Feature Request: Enhancing Split Transaction (Separate rows with separate Payee, Not…

  Rstar 11 views 0 comments 1 point Most recent by Rstar January 2024Feature Requests
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  Ability to apply released Planned Spending funds to a Savings Goal (edited)

  Active Emacken 73 views 2 comments 2 points Most recent by Emacken January 2024Feature Requests
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  Add a Categories/Labels Column to the Investments Portfolio (edited)

  Active james01 32 views 1 comment 1 point Most recent by Coach Natalie January 2024Feature Requests
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  Ability to add Notes to Investment Holdings and Cash (edited)

  Active Randy1234 32 views 0 comments 1 point Most recent by Randy1234 January 2024Feature Requests
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  Merged: Track Credit Card Rewards

  Awoody87 1 view 0 comments 1 point Most recent by Awoody87 January 2024Feature Requests
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  Ability to easily drill down or run a report for category spending directly from transactions

  Active MBT 34 views 0 comments 2 points Most recent by MBT January 2024Feature Requests
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  6

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  Ability to automatically apply splits to downloaded, imported, and manual transactions (edited)

  Active simplira 199 views 6 comments 6 points Most recent by UrsulaA January 2024Feature Requests
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  6
  Adjust how the 'Reviewed' checkmark looks on the current transaction (edited)

  Completed Closed MtnCreed 216 views 16 comments 6 points Most recent by MtnCreed January 2024Feature Requests
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  Ability to mark reimbursements (from my roommates) as a recurring bill, rather than income (edited)

  Active eperduk7 1.2K views 5 comments 16 points Most recent by amlg5212 January 2024Feature Requests
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  Ability to create case-sensitive Payee Rules (edited)

  Active Dave L 54 views 4 comments 4 points Most recent by Dave L January 2024Feature Requests
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  Reduce Transaction Detail window and other window sizes for smaller screens (edited)

  In Review Sandee 64 views 2 comments 4 points Most recent by Mercs January 2024Feature Requests
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  Bill Connect: Add a 'Connected Bill History' section to view recent & past bills received (edited)

  Active cgmiller 41 views 0 comments 2 points Most recent by cgmiller January 2024Feature Requests
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  Merged: Ability to Customize Spending Plan

  bmyers52 1 view 0 comments 1 point Most recent by bmyers52 January 2024Feature Requests
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  Merged: Spending Graph

  dev9907 1 view 0 comments 1 point Most recent by dev9907 January 2024Feature Requests
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  Merged: Create Default Reports

  dev9907 1 view 0 comments 1 point Most recent by dev9907 January 2024Feature Requests
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  Ability to Filter Transactions by 'Subscriptions' only (edited)

  Active Tamila 69 views 3 comments 1 point Most recent by UrsulaA January 2024Feature Requests
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  3

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  Filters: Allow Entire Account Groupings to Be Selected (edited)

  Active patg 42 views 1 comment 3 points Most recent by EL1234 January 2024Feature Requests
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  31

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  Rollover: Watchlist [edited]

  Active jlkweb12 646 views 26 comments 31 points Most recent by Mountainrower December 2023Feature Requests
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  1

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  Projected Other Spending - Ability to use different options/amounts for different months (edited)

  Active destiny510 42 views 0 comments 1 point Most recent by destiny510 December 2023Feature Requests
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  13

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  Add a Savings Goal Report (edited)

  In Review ajbopp 127 views 1 comment 13 points Most recent by ajbopp December 2023Feature Requests
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  3

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  Ability to remove 'Notes' during bulk edit (edited)

  Active Lianabug 42 views 4 comments 3 points Most recent by Coach Natalie December 2023Feature Requests
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  1

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  Add filtering options to Bills & Income Overview (edited)

  Active Jeannette 31 views 0 comments 1 point Most recent by Jeannette December 2023Feature Requests
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  Integration with Defense Finance Accounting Service (DFAS) for Military Veteran's Accounts (edited)

  Active lkstaack 74 views 5 comments 3 points Most recent by Coach Natalie December 2023Feature Requests
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  Merged: Shift-click to select a range of transactions

  Lianabug 1 view 0 comments 2 points Most recent by Lianabug December 2023Feature Requests
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  Ability to add accounts via routing+acct #s

  Active CoreyBarger 106 views 8 comments 1 point Most recent by UrsulaA December 2023Feature Requests
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  Merged: Easier method for manually inputting cash transactions

  ejs 11 views 0 comments 1 point Most recent by ejs December 2023Feature Requests