Already Offered

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Link to Community homepage from Simplifi Help Center

Already Offered Closed dmulter 22 views 1 comment 1 point Most recent by UrsulaA October 4Feature Requests

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Automatically fallback to other online banking connectors (edited)

Already Offered Closed jade 38 views 4 comments 1 point Most recent by Coach Natalie August 9Feature Requests

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Add ability to look at items in the past in the Bills & Payments section (edited)

Already Offered Closed 1977Pressman 52 views 1 comment 1 point Most recent by UrsulaA February 15Feature Requests

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Ability to import net worth data for investment accounts

Already Offered Closed UrsulaA 277 views 16 comments 4 points Most recent by FutureEye February 14Feature Requests

3

When correcting a category, have the option to apply to past and future transactions for that payee

Already Offered Closed System 70 views 5 comments 3 points Most recent by UrsulaA February 7Feature Requests

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Add a "Notes" field to transactions (edited)

Already Offered Closed Olyduck 71 views 2 comments 0 points Most recent by Olyduck January 21Feature Requests

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Barclays US Credit card

Already Offered Closed Tparks 23 views 3 comments 2 points Most recent by UrsulaA January 21Report Missing Financial Institution

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George D Warthen Bank

Already Offered Closed Jondawg45 42 views 2 comments 1 point Most recent by Jondawg45 January 19Report Missing Financial Institution

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Please Add Pennsylvania State Employees Credit Union (PSECU) [edited]

Already Offered Closed cmcgalla 87 views 2 comments 1 point Most recent by cmcgalla December 2023Report Missing Financial Institution

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SURS State Universities Retirement System with Voya (edited)

Already Offered Sample5175 116 views 1 comment 1 point Most recent by Sample5175 December 2023Report Missing Financial Institution

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Community: Ability to filter Idea posts by status (edited)

Already Offered Closed Pchamb1998 82 views 5 comments 1 point Most recent by Pchamb1998 December 2023Feature Requests

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Please add SouthState Bank (edited)

Already Offered Closed docclayb 134 views 4 comments 1 point Most recent by btsmith52 November 2023Report Missing Financial Institution

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View List of Connected Billers (edited)

Already Offered Closed Zzarkc 72 views 1 comment 1 point Most recent by Coach Natalie November 2023Feature Requests

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Allow new connection attempt on failure

Already Offered Closed ajbopp 32 views 3 comments 1 point Most recent by ajbopp November 2023Feature Requests

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Please add FirstBank PR

Already Offered Closed Glen 68 views 1 comment 1 point Most recent by Coach Natalie November 2023Report Missing Financial Institution

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Net Worth Statement

Already Offered Closed ssandefur 65 views 1 comment 1 point Most recent by Coach Natalie September 2023Feature Requests

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Charles Schwab 401k (edited)

Already Offered Closed Sri 236 views 2 comments 1 point Most recent by Sri August 2023Report Missing Financial Institution

2

Enable brokerage accounts to be included in New Worth report

Already Offered DEA3 52 views 2 comments 2 points Most recent by DEA3 August 2023Feature Requests

2

Indent Savings Goal and Available Balance under the account name in Accounts List (edited)

Already Offered Closed pawebb 54 views 5 comments 2 points Most recent by Flopbot August 2023Feature Requests

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Ability to create transfers to/from internal Simplifi accounts (edited)

Already Offered Closed avihawver 106 views 1 comment 1 point Most recent by Coach Natalie July 2023Feature Requests

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Ability to search for and install the Chrome Extension App (edited)

Already Offered Closed Dan-in-Virginia 244 views 6 comments 2 points Most recent by Dan-in-Virginia June 2023Feature Requests

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Investments Growth

Already Offered Closed BadrVA 11 views 1 comment 1 point Most recent by Coach Natalie May 2023Feature Requests

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Bank Balance vs Balance with Pending per account

Already Offered Closed roscoevm 110 views 1 comment 1 point Most recent by Coach Natalie May 2023Feature Requests

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Add support for Virginia 529

Already Offered acs 45 views 2 comments 1 point Most recent by acs February 2023Report Missing Financial Institution

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Global search

Already Offered MinB 53 views 3 comments 1 point Most recent by MinB December 2022Feature Requests

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Slavic 401k

Already Offered Closed thisisbart 38 views 1 comment 1 point Most recent by Coach Natalie September 2022Report Missing Financial Institution

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BillConnect: Add Dominion Energy South Carolina as Connect a Biller Option

Already Offered Closed abp 83 views 1 comment 1 point Most recent by Coach Natalie August 2022Report Missing Financial Institution

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Ability to search expense/income category at assignment

Already Offered luke 21 views 1 comment 0 points Most recent by RobWilk August 2022Feature Requests

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Add Spending Plan for previous months (edited)

Already Offered Pecoracabana 25 views 1 comment 1 point Most recent by RobWilk August 2022Feature Requests

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Banana Republic Synchrony

Already Offered Suki 32 views 3 comments 1 point Most recent by Coach Natalie March 2022Report Missing Financial Institution

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