Feature Request

Discussion List

• 
  0
  Add "Cleared", "Matched", etc. to Status column [edited]

  Completed Closed myf 92 views 3 comments 0 points Most recent by Coach Nicole July 2020Feature Requests
• 
  1
  Stop reports from resetting when applying new criteria (edited)

  Completed Closed mazar1977 10 views 1 comment 1 point Most recent by Coach Nicole July 2020Feature Requests
• 
  6
  Spending Plan needs Savings Goal Subtracted [edited] (2 Merged Votes)

  Completed Closed prat0088 72 views 10 comments 6 points Most recent by MaryM May 2020Feature Requests
• 
  0
  Manually adding account doesn’t offer ‘Investment’ as type of account [edited]

  Completed Closed Wooloomooloo2 132 views 4 comments 0 points Most recent by jasondmcgee April 2020Feature Requests
• 
  2
  Net Income Report suggestions [edited]

  Completed Closed Ryan and Chris 11 views 1 comment 2 points Most recent by Coach Nicole March 2020Feature Requests
• 
  7
  Ability to deactivate/reactivate accounts in Simplifi [edited]

  Completed Closed perrynmyers 281 views 7 comments 7 points Most recent by barryh March 2020Feature Requests
• 
  1
  Upcoming Balance Graph

  Completed Closed dwhieb 2 views 1 comment 1 point Most recent by Coach Tappan March 2020Feature Requests
• 
  5
  Sort Recurring Bills by Date on the Mobile App (edited)

  Completed Closed simplij 46 views 4 comments 5 points Most recent by Coach Tappan March 2020Feature Requests
• 
  9
  Recurring Credit Card Payments use balance due

  Completed Closed jtjones0304 132 views 2 comments 9 points Most recent by Coach Paco March 2020Feature Requests
• 
  16
  Workflow for processing new transactions

  Completed Closed prat0088 123 views 12 comments 16 points Most recent by Coach Paco February 2020Feature Requests
• 
  4
  In the Transactions screen, filters should hold until I clear them

  Completed Closed amartz02 12 views 3 comments 4 points Most recent by amartz02 February 2020Feature Requests
• 
  5
  List of Product Release Notes/New Features

  Completed Closed Andrew 211 views 5 comments 5 points Most recent by Coach Tappan February 2020Feature Requests
• 
  4
  Allow editing of Savings Goals after creation [edited]

  Completed Closed WalMartTrackSuit 2 views 2 comments 4 points Most recent by WalMartTrackSuit February 2020Feature Requests
• 
  Merged: Adding Paid status to Upcoming transactions (edited)

  samccauley 31 views 0 comments 13 points Most recent by samccauley February 2020Feature Requests
• 
  2
  Include pending transactions

  Completed Closed TommyMac 12 views 1 comment 2 points Most recent by Coach Paco February 2020Feature Requests
• 
  0
  Incorrect UI Component with "Bill" and "Subscription" [edited]

  Completed Closed gehernando 36 views 1 comment 0 points Most recent by Coach Paco February 2020Feature Requests
• 
  0
  Projected Balance on mobile

  Completed Closed jesse 46 views 1 comment 0 points Most recent by Coach Paco February 2020Feature Requests
• 
  11
  Filters on Reports [edited]

  Completed Closed amartz02 32 views 2 comments 11 points Most recent by Coach Paco February 2020Feature Requests
• 
  1
  iOS: Income Report

  Completed Closed simplij 21 views 1 comment 1 point Most recent by Coach Paco January 2020Feature Requests
• 
  Merged: Option to add ticker symbols manually

  Closed brian.marturana 121 views 0 comments 9 points Most recent by X. Tao January 2020Feature Requests
• 
  3
  Mobile App: Ability to Edit Recurring Transactions from Spending Plan section (edited)

  Completed Closed ljrezn 61 views 3 comments 3 points Most recent by Coach Nicole January 2020Feature Requests
• 
  2
  Tracking Savings/Investments/Retirements

  Completed Closed TGP 72 views 4 comments 2 points Most recent by bowgy4 December 2019Feature Requests
• 
  4
  Recurring Transaction Times

  Completed Closed myf 157 views 16 comments 4 points Most recent by Coach Nicole December 2019Feature Requests
• 
  12
  "Money In" transactions should be green on Mobile (edited)

  Completed Closed bcrossman 31 views 1 comment 12 points Most recent by Coach Paco December 2019Feature Requests
• 
  10
  Create Categories Quickly

  Completed Closed paleosteve 228 views 10 comments 10 points Most recent by Coach Nicole December 2019Feature Requests
• 
  4
  Option to toggle between Current Balance and Current + Pending (edited)

  Completed Closed eallen40 56 views 1 comment 4 points Most recent by Coach Paco December 2019Feature Requests
• 
  0
  Bank Bill Pay transactions

  Declined pawayne 72 views 1 comment 0 points Most recent by Coach Nicole December 2019Feature Requests
• 
  0
  iOS: Swipe to categorize

  Completed Closed prat0088 22 views 1 comment 0 points Most recent by Coach Paco November 2019Feature Requests