Dashboard

Discussion List

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  1

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

  Active sidewalkboots 13 views 0 comments 1 point Most recent by sidewalkboots December 2025Quicken Business & Personal Feature Requests
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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  Closed rosachin21k 175 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
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  New Feature Alert: Customize Dashboard!

  Closed Coach Natalie 568 views 2 comments 4 points Most recent by Coach Natalie December 2025Updates From the Product Team
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  Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

  Closed System 33 views 2 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  Merged: Dashboard emoji

  Closed woodsman 1 view 0 comments 0 points Most recent by SRC54 December 2025Feedback
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  Paycheck Transaction Wrong in Recent Transactions Dashboard Card

  Closed SRC54 75 views 7 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting
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  177
  Ability to Customize the Web App Dashboard [edited] (1 Merged Vote)

  Completed Closed mazar1977 2.4K views 61 comments 177 points Most recent by apexfox November 2025Feature Requests
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  9
  Mobile App: Allow "Banking" Dashboard tile to be hidden (edited)

  Completed Closed Kanda 290 views 11 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 43 views 5 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Did the "Top Spending" card on mobile always have this much white space?

  Closed RockLee 203 views 7 comments 0 points Most recent by Coach Natalie October 2025Using the Dashboard
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  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 377 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
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  Recent Transactions do NOT include pure Income transactions or Transfers

  Closed SRC54 34 views 5 comments 0 points Most recent by Coach Natalie August 2025Report a Bug
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  Simplifi User Interface and Capabilities questions

  Answered ✓ Closed NivaR 121 views 4 comments 0 points Most recent by NivaR August 2025Getting Started
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  The Spending and Income Dashboard cards should have y-axis gridlines (edited)

  alkaboy 4 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
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  Merged: $ per day on dashboard [Edited]

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

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

  Closed jmn 16 views 1 comment 3 points Most recent by Coach Kristina July 2025Feedback
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  Add a Dashboard widget that shows last month's vs current month's expenses for trends (edited)

  Active Tyrion 1.1K views 24 comments 42 points Most recent by eitanl27 July 2025Feature Requests
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  Good and Bad after a month of using

  Closed virshu 803 views 27 comments 2 points Most recent by EL1234 July 2025Feedback
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  Transaction Default Page setup gives you ZERO information on first glance

  Closed SimplyUser6754 21 views 2 comments 2 points Most recent by DryHeat July 2025Feedback
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  Lack of customization in iPad and Web based Simplifi

  Closed woofits 65 40 views 1 comment 0 points Most recent by RobWilk May 2025Feedback
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  Spending / Income for past six months displays incorrectly until refresh

  Closed swiggity 107 views 10 comments 0 points Most recent by Coach Natalie May 2025Report a Bug
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  Merged: Custom reports on dashboard

  Closed JBThe@rchitech 11 views 0 comments 2 points Most recent by Coach Kristina May 2025Feature Requests
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  Mobile App: Spending Plan dashboard card has misaligned text

  Closed ajbopp 93 views 10 comments 0 points Most recent by Coach Natalie May 2025Report a Bug
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  Is there any way to get rid of Spending Plan?

  Closed sjc314 76 views 4 comments 0 points Most recent by sjc314 April 2025Using the Dashboard
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  How can I get Net Income on Dashboard

  Answered ✓ Closed N4KHQ 37 views 3 comments 0 points Most recent by Coach Jon April 2025Using the Dashboard
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  Dashboard Holdings Card Does Not Show Holdings (edited)

  Closed Chagall 36 views 6 comments 0 points Most recent by Chagall April 2025Troubleshooting
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  When will we be able to have a custom dashboard in webapp?

  Closed Mankow 12 views 1 comment 0 points Most recent by Coach Natalie April 2025Using the Dashboard
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  4

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

  Active papermuffins 166 views 7 comments 4 points Most recent by Coach Natalie April 2025Feature Requests
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  Merged: Accounts List is difficult to read (edited)

  Closed dan_s_c 21 views 0 comments 1 point Most recent by Coach Kristina March 2025Feature Requests