Feature Request

Discussion List

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  4

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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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  3

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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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  3

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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 66 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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  4
  Ability to exclude Loan Account Transactions from Reports, or allow them to be edited (edited)

  Completed Closed aaron 52 views 3 comments 4 points 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 257 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
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  3

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  MacOS Widget

  Active Oscar 102 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 645 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 587 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 144 views 8 comments 12 points Most recent by Coach Natalie June 2023Feature Requests
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  Redirect to the 'By Account' View When Clicking "Savings Goals" from the Accounts List (edited)

  Active Flopbot 62 views 0 comments 4 points Started by Flopbot June 2023 Feature 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 31 views 0 comments 3 points Started by noone June 2023 Feature Requests
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  3

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  Periodic Summary Report, leading to Spending Plan Guidance & Suggestions (edited)

  Active ajbopp 72 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 1.3K views 25 comments 38 points Most recent by Coach Natalie June 2023Feature Requests
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  7

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  Show Institution Names on Dashboard/Account List (edited)

  Active johnb 106 views 5 comments 7 points Most recent by DannyB May 2023Feature Requests