There needs to be a feature to allow transactions to be automatically hidden from budget if a certain tag is applied (based on user's setting of said tag). This was a very basic feature from Mint even during Mint's early days (i.e. we all have a ton of transactions that shouldn't apply to our budget, […]

Budget needs to be based on main category, not dozens of sub categories. It makes no sense to have budgets for 5-6 items each per main category, that is too granular and extremely cumbersome to the point that budgeting is near-useless. If I budget $500 for food, it shouldn't matter if I'm spending on fast […]

There should be the ability to set an account as closed and keep the transaction history and zero out the balance of the account. It seems that once an account has closed, the balance is stuck at the last balance and does not update to $0

The account list ordering seems random. This is under 1) Add manual transaction==> Account and ) Transaction/Report Filter==> Account and 3) Under my institution to reconnect/connect an account It would be nice to have the ordering to be alphabetical order by custom account name or institution, so one can easily find an account

I purchase a gift card for $200 as the main transaction. Of course, I won't use this gift card all at once, so I use split transaction every time I make a purchase with this gift card. Every time I split the transaction, the "main" transaction where it deduct the balance from is random Example Day 1 Transaction […]

I’ve seen many rule related requests on the feature board. Can we please have the option to disable the Rule prompt when changing a txn category? It is incredibly annoying to keep discarding that pop up every time. Or worrying about accidentally tapping on “apply to all”.

Overview of account balances on the main dashboard. Quicken Simplifi has cards for: Banking total - Cash & Checking total - Savings total - Credit Card total Property & Debt total - Property total - Debt total Investing total - Brokerage total - Retirement total - Other investments total Net Worth total - Banking total - Property & Debt total - Investments total You can swipe between the four cards and […]

The current iOS app on iPad is just in a phone sized window. Could really use a dedicated iPad app with better scaling and layout

When editing a transaction it would be really nice to not have to select the category, then click save, then click apply to all or just once. If I am selecting the category, I obviously want it to save.

It would be great to filter the Net Worth chart on the growth page by individual account.