Feature Request

1

Add an indicator for accounts that are included in the Spending Plan (edited)

Active pawebb 25 views 0 comments 1 point Most recent by pawebb August 2023Feature Requests

3

Mobile App: Quick return to Dashboard (edited)

Completed Closed simplij 93 views 3 comments 3 points Most recent by Coach Natalie August 2023Feature Requests

1

Ability to "search" for an upcoming bill

Completed Closed S.Patrick 62 views 2 comments 1 point Most recent by Coach Natalie August 2023Feature Requests

3

Enhancement Suggestions for the 'Upcoming' Section (edited)

Completed Closed nkmhockey 52 views 2 comments 3 points Most recent by Coach Natalie August 2023Feature Requests

1

Make the calendar in the Upcoming section drill-able (edited)

Completed Closed GirlFriday715 117 views 2 comments 1 point Most recent by Coach Natalie August 2023Feature Requests

40

Ability to Filter by Flag (edited)

Completed Closed MrGood 762 views 19 comments 40 points Most recent by Perx August 2023Feature Requests

40

Ability to Exclude Accounts from the Spending Plan [edited] (5 Merged Votes)

Completed Closed myf 1.2K views 17 comments 40 points Most recent by Coach Natalie August 2023Feature Requests

1

Make the Bills & Income section design like the Spending Plan (edited)

Active pawebb 54 views 2 comments 1 point Most recent by Coach Natalie August 2023Feature Requests

Merged: Make view selections sticky

pawebb 1 view 0 comments 1 point Most recent by pawebb August 2023Feature Requests

3

Ability to sort or rearrange Savings Goals in the Spending Plan (edited)

Active pawebb 33 views 0 comments 3 points Most recent by pawebb August 2023Feature Requests

4

Ability to set the default "Status" of a manual transaction to Pending instead of Cleared (edited)

Active Scotty Mac 91 views 1 comment 4 points Most recent by pawebb August 2023Feature Requests

2

Enable brokerage accounts to be included in New Worth report

Already Offered DEA3 63 views 2 comments 2 points Most recent by DEA3 August 2023Feature Requests

13

Balances with pending: see both balances or make toggling simple [edited] (1 Merged Voted)

Active syrilmathai 260 views 14 comments 13 points Most recent by RobWilk August 2023Feature Requests

2

Add a tooltip or a "View All Bubbles" option for releasing Other Spending bubbles (edited)

Active pawebb 93 views 4 comments 2 points Most recent by pawebb August 2023Feature Requests

2

Indent Savings Goal and Available Balance under the account name in Accounts List (edited)

Already Offered Closed pawebb 86 views 5 comments 2 points Most recent by Flopbot August 2023Feature Requests

1

Make the 'View Goal' option from the Spending Plan a modal instead of a redirect (edited)

Active pawebb 35 views 0 comments 1 point Most recent by pawebb August 2023Feature Requests

9

Collapse all previous months by default when viewing transactions on the Web App (edited)

Active pawebb 54 views 0 comments 9 points Most recent by pawebb August 2023Feature Requests

Merged: Spending Report should allow for (rolling) average as well as sum

tnixon42 1 view 0 comments 1 point Most recent by tnixon42 July 2023Feature Requests

3

Add Tags Field to Upcoming Transactions (edited)

Active frankrizzo 21 views 0 comments 3 points Most recent by frankrizzo July 2023Feature Requests

Merged: Default Net Worth Report to Last 12 Months

jsy42 11 views 0 comments 3 points Most recent by jsy42 July 2023Feature Requests

1

Generate a warning when editing a Recurring Series if the next Reminder has been edited (edited)

Active Flopbot 86 views 5 comments 1 point Most recent by Flopbot July 2023Feature Requests

1

Ability to create transfers to/from internal Simplifi accounts (edited)

Already Offered Closed avihawver 116 views 1 comment 1 point Most recent by Coach Natalie July 2023Feature Requests

Merged: Please fix Savings goals: let us link to existing transfers!

avihawver 1 view 0 comments 1 point Most recent by avihawver July 2023Feature Requests

Feature Request

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