Feature Request

Discussion List

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  3
  Mobile App: Quick return to Dashboard (edited)

  Completed Closed simplij 125 views 3 comments 3 points Most recent by Coach Natalie August 2023Feature Requests
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  1
  Ability to "search" for an upcoming bill

  Completed Closed S.Patrick 70 views 2 comments 1 point Most recent by Coach Natalie August 2023Feature Requests
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  3
  Enhancement Suggestions for the 'Upcoming' Section (edited)

  Completed Closed nkmhockey 62 views 2 comments 3 points Most recent by Coach Natalie August 2023Feature Requests
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  1
  Make the calendar in the Upcoming section drill-able (edited)

  Completed Closed GirlFriday715 122 views 2 comments 1 point Most recent by Coach Natalie August 2023Feature Requests
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  40
  Ability to Filter by Flag (edited)

  Completed Closed MrGood 888 views 19 comments 40 points Most recent by Perx August 2023Feature Requests
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  40
  Ability to Exclude Accounts from the Spending Plan [edited] (5 Merged Votes)

  Completed Closed myf 1.3K views 17 comments 40 points Most recent by Coach Natalie August 2023Feature Requests
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  Merged: Make view selections sticky

  pawebb 1 view 0 comments 1 point Most recent by pawebb August 2023Feature Requests
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  3

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

  Active pawebb 34 views 0 comments 3 points Most recent by pawebb August 2023Feature Requests
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  4

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

  Active Scotty Mac 99 views 1 comment 4 points Most recent by pawebb August 2023Feature Requests
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  2
  Enable brokerage accounts to be included in New Worth report

  Already Offered DEA3 83 views 2 comments 2 points Most recent by DEA3 August 2023Feature Requests
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  14

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

  Active syrilmathai 380 views 14 comments 14 points Most recent by RobWilk August 2023Feature Requests
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  2

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

  Active pawebb 118 views 4 comments 2 points Most recent by pawebb August 2023Feature Requests
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  2
  Indent Savings Goal and Available Balance under the account name in Accounts List (edited)

  Already Offered Closed pawebb 105 views 5 comments 2 points Most recent by Flopbot August 2023Feature Requests
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  9

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

  Active pawebb 52 views 0 comments 9 points Most recent by pawebb August 2023Feature Requests
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  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
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  3

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  Add Tags Field to Upcoming Transactions (edited)

  Active frankrizzo 23 views 0 comments 3 points Most recent by frankrizzo July 2023Feature Requests
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  Merged: Default Net Worth Report to Last 12 Months

  jsy42 11 views 0 comments 3 points Most recent by jsy42 July 2023Feature Requests
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  1

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

  Active Flopbot 104 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 119 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 Most recent by avihawver July 2023Feature Requests
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  Merged: Ability to assign Planned Spending expenses to an account (edited)

  avihawver 21 views 0 comments 1 point Most recent by avihawver July 2023Feature Requests
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  1

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  Allow Simplifi users to designate a default MFA number for online banking (edited)

  Active Jonathan 58 views 0 comments 1 point Most recent by Jonathan June 2023Feature Requests