Dashboard

Discussion List

• 
  Customize Dashboard: Share your feedback here!

  Closed Coach Natalie 264 views 31 comments 0 points Most recent by Coach Natalie 2:56PMFeedback
• 
  Recent Spending includes Income categories

  simpli_struggle 231 views 31 comments 0 points Most recent by SRC54 January 2Report a Bug
• 
  1

  Up Down
  QBP: Allow the Income Dashboard chart to use cash basis (edited)

  Active sidewalkboots 9 views 0 comments 1 point Started by sidewalkboots December 2025 Quicken Business & Personal Feature Requests
• 
  Dashboard customizations are not saving on iPad (edited)

  System 84 views 14 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
• 
  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  rosachin21k 123 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
• 
  New Feature Alert: Customize Dashboard!

  Closed Coach Natalie 492 views 2 comments 4 points Most recent by Coach Natalie December 2025Updates From the Product Team
• 
  Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

  System 15 views 2 comments 0 points Most recent by SRC54 December 2025Troubleshooting
• 
  Merged: Dashboard emoji

  Closed woodsman 8 views 0 comments 0 points Most recent by SRC54 December 2025Feedback
• 
  Paycheck Transaction Wrong in Recent Transactions Dashboard Card

  Closed SRC54 53 views 7 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting
• 
  177
  Ability to Customize the Web App Dashboard [edited] (1 Merged Vote)

  Completed Closed mazar1977 2.1K views 61 comments 177 points Most recent by apexfox November 2025Feature Requests
• 
  9
  Mobile App: Allow "Banking" Dashboard tile to be hidden (edited)

  Completed Closed Kanda 205 views 11 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
• 
  9

  Up Down
  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 32 views 5 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
• 
  Following recent web app update, my rearranged dashboard layout is not saved

  Duke0486 79 views 8 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
• 
  Did the "Top Spending" card on mobile always have this much white space?

  Closed RockLee 104 views 7 comments 0 points Most recent by Coach Natalie October 2025Using the Dashboard
• 
  3

  Up Down
  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 243 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
• 
  Recent Transactions do NOT include pure Income transactions or Transfers

  Closed SRC54 16 views 5 comments 0 points Most recent by Coach Natalie August 2025Report a Bug
• 
  11

  Up Down
  Add total spent to Top Spending Categories dashboard card (edited)

  Active davidkrethallen 83 views 3 comments 11 points Most recent by Max1223 August 2025Feature Requests
• 
  7

  Up Down
  Add a 'Recent Transactions' widget to the Dashboard (edited)

  Active madmoondog 54 views 2 comments 7 points Most recent by SRC54 August 2025Feature Requests
• 
  Simplifi User Interface and Capabilities questions

  Answered ✓ Closed NivaR 80 views 4 comments 0 points Most recent by NivaR August 2025Getting Started
• 
  2

  Up Down
  The Spending and Income Dashboard cards should have y-axis gridlines (edited)

  alkaboy 2 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
• 
  Merged: $ per day on dashboard [Edited]

  Closed horchatawhiz 1 view 0 comments 1 point Started by horchatawhiz August 2025 Feedback
• 
  Merged: Per Day Availability

  Closed horchatawhiz 1 view 0 comments 0 points Started by horchatawhiz July 2025 Feedback
• 
  Mobile App: Rearrange Dashboard Panes

  Closed jmn 12 views 1 comment 3 points Most recent by Coach Kristina July 2025Feedback
• 
  41

  Up Down
  Add a Dashboard widget that shows last month's vs current month's expenses for trends (edited)

  Active Tyrion 731 views 24 comments 41 points Most recent by eitanl27 July 2025Feature Requests
• 
  Good and Bad after a month of using

  Closed virshu 366 views 27 comments 2 points Most recent by EL1234 July 2025Feedback
• 
  Transaction Default Page setup gives you ZERO information on first glance

  Closed SimplyUser6754 23 views 2 comments 2 points Most recent by DryHeat July 2025Feedback
• 
  Lack of customization in iPad and Web based Simplifi

  Closed woofits 65 15 views 1 comment 0 points Most recent by RobWilk May 2025Feedback
• 
  Spending / Income for past six months displays incorrectly until refresh

  Closed swiggity 91 views 10 comments 0 points Most recent by Coach Natalie May 2025Report a Bug
• 
  Merged: Custom reports on dashboard

  Closed JBThe@rchitech 11 views 0 comments 2 points Most recent by Coach Kristina May 2025Feature Requests
• 
  Customize Dashboard on iPad

  Closed housetr 42 views 6 comments 2 points Most recent by RobWilk May 2025Using the Dashboard