Feature Request

Discussion List

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  Savings Goals: Turn 'Max available' into a button that inserts the amount for withdrawal (edited)

  Active pawebb 31 views 0 comments 1 point Started by pawebb August 2023 Feature Requests
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  Ability to set the default "Status" of a manual transaction to Pending instead of Cleared (edited)

  Active Scotty Mac 94 views 1 comment 4 points Most recent by pawebb August 2023Feature Requests
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  Enable brokerage accounts to be included in New Worth report

  Already Offered DEA3 51 views 2 comments 2 points Most recent by DEA3 August 2023Feature Requests
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  Balances with pending: see both balances or make toggling simple [edited] (1 Merged Voted)

  Active syrilmathai 185 views 14 comments 13 points Most recent by RobWilk August 2023Feature Requests
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  Add a tooltip or a "View All Bubbles" option for releasing Other Spending bubbles (edited)

  Active pawebb 73 views 4 comments 2 points Most recent by pawebb August 2023Feature Requests
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  Indent Savings Goal and Available Balance under the account name in Accounts List (edited)

  Already Offered Closed pawebb 55 views 5 comments 2 points Most recent by Flopbot August 2023Feature Requests
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  Make the 'View Goal' option from the Spending Plan a modal instead of a redirect (edited)

  Active pawebb 33 views 0 comments 1 point Started by pawebb August 2023 Feature Requests
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  Collapse all previous months by default when viewing transactions on the Web App (edited)

  Active pawebb 51 views 0 comments 6 points Started by pawebb August 2023 Feature Requests
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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 41 views 0 comments 4 points Started by Norm6257 July 2023 Feature 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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  Add Tags Field to Upcoming Transactions (edited)

  Active frankrizzo 21 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 67 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 102 views 1 comment 1 point Most recent by Coach Natalie July 2023Feature Requests
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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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  Allow Simplifi users to designate a default MFA number for online banking (edited)

  Active Jonathan 55 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 62 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 43 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 53 views 3 comments 4 points Most recent by Coach Natalie June 2023Feature Requests
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  Ability to search for and install the Chrome Extension App (edited)

  Already Offered Closed Dan-in-Virginia 258 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 54 views 0 comments 1 point Started by jaredbkt June 2023 Feature Requests