Feature Request

Discussion List

• 
  35

  Up Down
  Allow Savings Goals to have full functionality of other accounts

  Active sNashville 273 views 12 comments 35 points Most recent by DannyB July 23Feature Requests
• 
  -1

  Up Down
  Move Planned Spending to the Bills & Income section (edited)

  Active Humanleg86 32 views 4 comments -1 point Most recent by Wedo778 July 23Feature Requests
• 
  1

  Up Down
  Add support for Mexico banks (edited)

  Active Alessandro Balcazar 22 views 0 comments 1 point Started by Alessandro Balcazar July 22 Feature Requests
• 
  Merged: TD Retail Financing

  nmcmahon1215 9 views 0 comments 1 point Started by nmcmahon1215 July 22 Report Missing Financial Institution
• 
  67

  Up Down
  Ability to sort or rearrange Planned Spending/Spending Plan items (edited)

  Active JTerbeek 859 views 33 comments 67 points Most recent by DannyB July 22Feature Requests
• 
  36

  Up Down
  Remember the expanded/collapsed state for the Projected Cash Flow/Upcoming section (edited)

  Active kai4387 221 views 9 comments 36 points Most recent by RobWilk July 21Feature Requests
• 
  7

  Up Down
  Planned Spending Expense Series - Allow $0.00 Amount

  Active molehill6804 69 views 7 comments 7 points Most recent by Coach Kristina July 20Feature Requests
• 
  21
  Spending Plan, Watchlists, & Reports - Amount Displayed on Transaction List for Splits (edited)

  Completed Closed Flopbot 325 views 21 comments 21 points Most recent by RobWilk July 19Feature Requests
• 
  21

  Up Down
  Please have 2FA available via QR Code/Apps when signing into Simplifi (edited)

  Active leos 230 views 12 comments 21 points Most recent by slash.axl July 17Feature Requests
• 
  2

  Up Down
  Allow 'Account' to be selected before entering a "Saved so far" amount when creating a Goal (edited)

  Active davebogue 6 views 1 comment 2 points Most recent by Coach Natalie July 17Feature Requests
• 
  3

  Up Down
  “Today” Line for Monthly Budget

  Active Jro3317 10 views 1 comment 3 points Most recent by Coach Natalie July 17Feature Requests
• 
  6
  Mobile App: Ability to filter transactions by Tag (edited)

  Completed Closed Suki 167 views 4 comments 6 points Most recent by Coach Natalie July 17Feature Requests
• 
  1

  Up Down
  Scroll through months, staying within a specific Category under Planned Spending

  Active insanenutman 6 views 0 comments 1 point Started by insanenutman July 17 Feature Requests
• 
  2

  Up Down
  Modify "Product Feedback" page to ask if the submission is for a new feature (edited)

  Active BlueGrits 8 views 0 comments 2 points Started by BlueGrits July 16 Feature Requests
• 
  2

  Up Down
  Web App: Ability to see just the amounts in the Projected Cash Flow (like Mobile) [edited]

  Active wmurph011 7 views 0 comments 2 points Started by wmurph011 July 14 Feature Requests
• 
  2

  Up Down
  Auto release unspent Planned Spending funds at end of the month (edited)

  Active dfeinst 10 views 0 comments 2 points Started by dfeinst July 14 Feature Requests
• 
  0

  Up Down
  Track Days Since Last Paid Bill and Display on Dashboard (edited)

  Active MJNeedsMoreFeatures 9 views 0 comments 0 points Started by MJNeedsMoreFeatures July 12 Feature Requests
• 
  2

  Up Down
  Ability to turn off the monthly headers in Transaction Activity (edited)

  Active KB2014 13 views 0 comments 2 points Started by KB2014 July 11 Feature Requests
• 
  2

  Up Down
  Ability to toggle 'Spent' tile on Dashboard to exclude/include account hidden from Reports (edited)

  Active papermuffins 99 views 6 comments 2 points Most recent by DK777 July 11Feature Requests
• 
  16

  Up Down
  Recurring Savings Goals year over year/ability to restart Goals (edited)

  Active MommaCma 39 views 13 comments 16 points Most recent by Coach Natalie July 11Feature Requests
• 
  5

  Up Down
  Display when billers were last sync'd (edited)

  Active SumoSniper 51 views 2 comments 5 points Most recent by Coach Natalie July 10Feature Requests
• 
  204

  Up Down
  Link from Transaction to 'take from' Savings goal (1 Merged Vote)

  In Review achester99 1.8K views 34 comments 204 points Most recent by Coach Jon July 10Feature Requests
• 
  4

  Up Down
  Add a Savings Goal for Target Net Worth (edited)

  Active ADawg 72 views 3 comments 4 points Most recent by DannyB July 9Feature Requests
• 
  1
  Enter Spending Plan/Budget in Table View

  Planned sNashville 332 views 11 comments 1 point Most recent by donnajean July 9Feature Requests
• 
  135

  Up Down
  Saved Reports [edited] (13 Merged Votes)

  In Review paleosteve 2K views 49 comments 135 points Most recent by nrp06 July 9Feature Requests
• 
  34

  Up Down
  Ability to use multiple accounts for "Saved so far" in Savings Goal setup [edited] (1 Merged Vote)

  Active kwimmer 564 views 14 comments 34 points Most recent by eknud July 9Feature Requests
• 
  4

  Up Down
  Add a Button to Expand/Collapse All in the Spending Plan (edited)

  Active RonH2K 42 views 1 comment 4 points Most recent by donnajean July 7Feature Requests
• 
  1

  Up Down
  Ability to disable the graph for the Net Worth Report (edited)

  Active the_scottster 50 views 2 comments 1 point Most recent by donnajean July 7Feature Requests
• 
  1

  Up Down
  Pull paystub information from Workday into the income buckets (edited)

  Active Jrmclean 23 views 1 comment 1 point Most recent by Coach Natalie July 3Feature Requests