Dashboard

Discussion List

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  Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

  Closed System 31 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 64 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 270 views 11 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  9

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

  Active bcrossman 41 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 191 views 7 comments 0 points Most recent by Coach Natalie October 2025Using the Dashboard
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  3

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

  Active pkp 360 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 32 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 118 views 4 comments 0 points Most recent by NivaR August 2025Getting Started
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  2

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  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
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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 14 views 1 comment 3 points Most recent by Coach Kristina July 2025Feedback
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  42

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

  Active Tyrion 938 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 767 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 24 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 102 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 92 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 32 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 35 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 11 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 164 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
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  Dashboard display question

  Closed hamangar 51 views 2 comments 0 points Most recent by RobWilk February 2025Getting Started
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  Dashboard “Tile” for “Top Spending - this month” is not working.

  Closed Jlexky 31 views 3 comments 0 points Most recent by Coach Jon February 2025Report a Bug
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  Accounts List cuts off in Dashboard view (edited)

  Closed Skeptic 98 views 7 comments 0 points Most recent by Skeptic February 2025Report a Bug