Dashboard

Discussion List

• 
  3

  Up Down
  Add a Dedicated "Actions Items" or "Needs Reviewed" Dashboard Card (edited)

  Active rosachin21k 18 views 1 comment 3 points Most recent by EL1234 12:33AMFeature Requests
• 
  Merged: Simplifi Balances on Manual Accounts not showing (V4.91.0)

  Closed Dick_Davis 4 views 0 comments 0 points Most recent by DryHeat January 23Adding and Updating Accounts
• 
  Dashboard customizations are not saving on iPad (edited)

  System 108 views 15 comments 0 points Most recent by donnajean January 15Troubleshooting
• 
  12

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

  Active davidkrethallen 93 views 4 comments 12 points Most recent by Postavshik January 14Feature Requests
• 
  3

  Up Down
  Spending Plan Dashboard Widget - please show income & spending

  Active the_scottster 48 views 1 comment 3 points Most recent by Coach Natalie January 7Feature Requests
• 
  7
  Add a 'Recent Transactions' widget to the Dashboard (edited)

  Completed madmoondog 64 views 3 comments 7 points Most recent by Coach Natalie January 6Feature Requests
• 
  5
  Ability to change the order of the 'Banking' Dashboard Card on the Mobile App (edited)

  Completed pkp 84 views 6 comments 5 points Most recent by Coach Natalie January 6Feature Requests
• 
  4
  Mobile App: Remove the line at the top of the Dashboard to clear up space (edited)

  Completed Dave5150 36 views 2 comments 4 points Most recent by Coach Natalie January 6Feature Requests
• 
  Customize Dashboard: Share your feedback here!

  Closed Coach Natalie 383 views 31 comments 0 points Most recent by Coach Natalie January 6Feedback
• 
  Recent Spending includes Income categories

  simpli_struggle 248 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 11 views 0 comments 1 point Started by sidewalkboots December 2025 Quicken Business & Personal Feature Requests
• 
  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  Closed rosachin21k 135 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
• 
  New Feature Alert: Customize Dashboard!

  Closed Coach Natalie 519 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

  Closed System 23 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 65 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 215 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 35 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 100 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 127 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 257 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
• 
  Recent Transactions do NOT include pure Income transactions or Transfers

  Closed SRC54 21 views 5 comments 0 points Most recent by Coach Natalie August 2025Report a Bug
• 
  Simplifi User Interface and Capabilities questions

  Answered ✓ Closed NivaR 87 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 3 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 769 views 24 comments 41 points Most recent by eitanl27 July 2025Feature Requests
• 
  Good and Bad after a month of using

  Closed virshu 478 views 27 comments 2 points Most recent by EL1234 July 2025Feedback