Feature Request

Discussion List

• 
  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
• 
  Merged: Add Keyboard Shortcuts (edited)

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

  Completed Closed ZZPSP 327 views 5 comments 3 points Most recent by Coach Natalie September 2022Feature Requests
• 
  18
  Show Investment Transactions (1 Merged Vote)

  Completed Closed jpv121 865 views 21 comments 18 points Most recent by Coach Natalie September 2022Feature Requests
• 
  Merged: Split Transaction Automatic Amount Distribution

  Ricuba 1 view 0 comments 1 point Started by Ricuba September 2022 Feature Requests
• 
  9

  Up Down
  Add a Year End Report (edited)

  Active lparrish1965 84 views 2 comments 9 points Most recent by Coach Natalie August 2022Feature Requests
• 
  Merged: Customizable columns in reports

  dmkreidler 71 views 0 comments 16 points Started by dmkreidler August 2022 Feature Requests
• 
  7
  Reports - Add Account Column to Transactions List (edited)

  Completed Closed paleosteve 54 views 4 comments 7 points Most recent by Coach Natalie August 2022Feature Requests
• 
  0
  Ability to search expense/income category at assignment

  Already Offered luke 22 views 1 comment 0 points Most recent by RobWilk August 2022Feature Requests
• 
  1
  Add Spending Plan for previous months (edited)

  Already Offered Pecoracabana 25 views 1 comment 1 point Most recent by RobWilk August 2022Feature Requests
• 
  Merged: Add a Spending Plan Report (1 Merged Vote)

  RichD 101 views 0 comments 10 points Started by RichD August 2022 Feature Requests
• 
  Merged: Spending Plan Report (historical and forward-looking)

  jsy42 11 views 0 comments 3 points Started by jsy42 July 2022 Feature Requests
• 
  Merged: Nested view of accounts

  Morlock 1 view 0 comments 2 points Started by Morlock July 2022 Feature Requests
• 
  8
  Find/Link Recurring Transactions across any account [edited] (1 Merged Vote)

  Completed Closed msimon87 125 views 5 comments 8 points Most recent by RobWilk July 2022Feature Requests
• 
  5

  Up Down
  Add a "Cash" Account Type (edited)

  Active RobWilk 154 views 0 comments 5 points Started by RobWilk July 2022 Feature Requests
• 
  7

  Up Down
  Mobile phone widget for 'Account Balances' (edited)

  In Review Ibbo 93 views 4 comments 7 points Most recent by Coach Natalie July 2022Feature Requests
• 
  Merged: Bill Frequency

  jstat87 1 view 0 comments 1 point Started by jstat87 July 2022 Feature Requests
• 
  Merged: Link multiple transactions to a recurring bill at one time

  erinmcm1 31 views 0 comments 7 points Started by erinmcm1 July 2022 Feature Requests
• 
  Merged: Preserve UI state: Sidebar + other elements I've collapsed should remain collapsed until ex…

  khad 31 views 0 comments 7 points Started by khad June 2022 Feature Requests
• 
  18
  Future Spending Plans (7 Merged Votes)

  Completed Closed jtjones0304 2.7K views 99 comments 18 points Most recent by Meg June 2022Feature Requests
• 
  0
  Projected Funds Tracking in Spending Plan (edited)

  Completed Closed slane34 13 views 2 comments 0 points Most recent by Coach Natalie June 2022Feature Requests
• 
  Merged: Create manual transaction from reminder

  cpence 21 views 0 comments 10 points Started by cpence June 2022 Feature Requests
• 
  3
  Make the star a frowny face if the Net Income is negative on Monthly Summary Report (edited)

  Completed Closed Flopbot 79 views 1 comment 3 points Most recent by Flopbot June 2022Feature Requests
• 
  Merged: Add ability to use tags to budget one-time expenses in the Spending Plan (edited)

  4alizer 11 views 0 comments 1 point Started by 4alizer June 2022 Feature Requests
• 
  Merged: Add a Report for Recurring Subscriptions (edited)

  DannyB 71 views 0 comments 6 points Started by DannyB June 2022 Feature Requests
• 
  1
  Monday start day for the calendar?

  Completed Closed fabfefe 33 views 4 comments 1 point Most recent by dl30 May 2022Feature Requests
• 
  Merged: Ability to easily move money between Planned Spending categories during the month (edited)

  DannyB 11 views 0 comments 3 points Started by DannyB May 2022 Feature Requests
• 
  Merged: Ability to Include 'Ignored' Transactions in Watchlists (edited)

  trackingmoney 1 view 0 comments 1 point Started by trackingmoney April 2022 Feature Requests
• 
  Merged: Ability to invite spouse to one's existing Simplifi account

  cukomadu 1 view 0 comments 3 points Started by cukomadu April 2022 Feature Requests