Feature Request

Discussion List

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  39

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  Mobile App: Ability to change the sort order of Watchlists (edited)

  Active Flopbot 512 views 20 comments 39 points Most recent by William Goicochea November 2025Feature Requests
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  368
  Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

  Planned SimplifiBeta 7.7K views 199 comments 368 points Most recent by TiggerTrainer November 2025Feature Requests
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  Other Spend: Ability to select multiple categories for a total (edited)

  MikeZ 41 views 4 comments 3 points Most recent by MikeZ November 2025Feature Requests
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  2

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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 20 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  9

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  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 71 views 7 comments 9 points Most recent by RobWilk November 2025Feature Requests
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  2

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  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 64 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
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  30

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  Implement Passkeys (edited)

  Active AzMurph 454 views 25 comments 30 points Most recent by SRC54 November 2025Feature Requests
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  13

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  Include both 'Posted Date' and 'Transaction Date' for transactions (edited)

  Active mmmartian 24 views 2 comments 13 points Most recent by RobWilk November 2025Feature Requests
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  Merged: Mobile App: Projected Cash Flow - Lowest Projected Date/Amount (edited)

  Closed Grandude 24 views 0 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  Add "Lowest Projected Balance" to Projected Cash Flow graph (edited)

  Active Jimmy Glass 151 views 8 comments 14 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Creating multiple transactions

  Closed RipTWD 5 views 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 32 views 4 comments 7 points Most recent by DryHeat November 2025Feature Requests
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  204

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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 1.6K views 58 comments 204 points Most recent by quick username November 2025Feature Requests
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  7

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  Reimbursement Tracker

  Active ajbopp 96 views 6 comments 7 points Most recent by JacksonHarding November 2025Feature Requests
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  73

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  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 762 views 39 comments 73 points Most recent by DryHeat November 2025Feature Requests
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  Total Shareholder Return (TSR)

  Active ssoko 10 views 0 comments 2 points Started by ssoko November 2025 Feature Requests
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  19

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  Gift a Simplifi subscription (edited)

  Active cczh 479 views 5 comments 19 points Most recent by TiggerTrainer November 2025Feature Requests
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  9

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  Ability to apply a Category Rule to each individual Rule for a Payee (edited)

  Active Flopbot 52 views 2 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  9

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  Ability to breakdown Reports 'By Account' [edited] (1 Merged Vote)

  Active jsy42 95 views 6 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  4

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  Savings Goals need an "End Goal" option (edited)

  Active RobWilk 38 views 2 comments 4 points Most recent by RobWilk November 2025Feature Requests
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  54
  More detailed CSV imports (categories, description, notes) [edited]

  Completed Closed corefi 902 views 26 comments 54 points Most recent by Coach Natalie November 2025Feature Requests
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  Reports: Omit All "Zero" Category Lines When Transactions Are Excluded (edited)

  Active DryHeat 15 views 0 comments 2 points Started by DryHeat November 2025 Feature Requests
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  MCP Server

  Active MtnCreed 62 views 5 comments 0 points Most recent by MtnCreed November 2025Feature Requests
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  31

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  Ability to have multiple spaces/datasets (edited)

  Active Zach.A 628 views 2 comments 31 points Most recent by Stu B November 2025Feature Requests
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  15

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  Mirror Savings Buckets that are enabled at the bank level in Simplifi (edited)

  Active SimplyB33 356 views 8 comments 15 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Compare Sub Categories Over Time

  Closed taque 8 views 0 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 963 views 51 comments 100 points Most recent by RobWilk November 2025Feature Requests
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  Ability to attach files to Savings Goals (edited)

  Active Jessica A 23 views 2 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  14

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  Savings Goals: add Notes

  Active BlackNumberOne 69 views 4 comments 14 points Most recent by DryHeat November 2025Feature Requests