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Re: How to use completed savings goals
Hi @Mike B
As pointed out above, you will need to exclude your gift expenses from the Spending Plan since the actual funds have already been "expended" via your monthly contributions. This can be a little awkward trying to keep those expenses separate.
You might want to try setting up a Planned Spend bucket with rollover activated for your 2026 annual gifting expenses. Just make sure your unused monthly target amount gets stashed somewhere so it remains available when needed.
DannyB
Re: Getting Setup for 2026 - A Just for Fun Post
@DannyB — A few questions about your new setup…
—When you "ended" the Savings Goals, did you just withdraw the money? (It seems like you would, as those funds are now represented by the Opening Rollover amounts.)
—When you "ended" the Savings Goals, did you delete them or just leave them in the list of completed SGs? (When I deleted some SGs, it fouled up my previous monthly Spending Plans by erasing the contributions.)
BTW, I did something similar a couple of months ago because SGs just weren't working for me. I kept a couple of SGs that are annual and close to completion and I will let them die a natural death. And, sort of like you, I prefixed my new non-monthly rollover Expense Series with a "z1" "z2" and so on to order them at the bottom of the list.
DryHeat
Re: How to use completed savings goals
Spending plan is to give you a snapshot of how much is going in every month and how much is going out. If you only made 1500(income) and you spent 2000 on Christmas gifts, it should show as you overspent. That is it's goal. No way around it even if you have the money in the savings account.
Re: How to use completed savings goals
If I use the savings goal, I usually would mark the transactions the would be linked to it as "Hide from Spending plan" which you probably can see in transaction details. This avoids them from being double counted against your spending plan.
It's a little work-around-ish, but it accomplishes (I believe) the intended goal here.
RobWilk
Re: Implement Passkeys (edited)
Both would be ideal, but at the very least, to access Simplifi. This is my financial hub and should be on the leading edge of security!
RipTWD
Re: Do "Spaces" and "datasets" mean the same thing in Simplifi?
@DryHeat, yes, each Space is independent of any others.
Re: Do "Spaces" and "datasets" mean the same thing in Simplifi?
@DryHeat, thanks for posting your inquiry to the Community!
Yes, Spaces and datasets are the same thing. Spaces are what users will see in the product, and "dataset" is more of a technical term.
I hope this helps!
Re: Do "Spaces" and "datasets" mean the same thing in Simplifi?
I think the distinction becomes important when a user has multiple Spaces and wants to delete only one.
That is where talking about "deleting your dataset" — which I previously would have understood as meaning deleting all of my data — could become confusing.
DryHeat
Re: Add a "Create and New" button in the Create Transaction window (edited)
Good idea. I've implemented this same feature in line-of-business apps in a slightly different way.
Usually, I had two buttons. One creates the transaction and returns to the list, the other creates the transaction and shows a new, empty creation form ready to add the next transaction. So it's one click each time.
DryHeat
Re: Some Amex accounts are not being discovered
Hello @Myles,
I was able to get this issue reported to our product team. They will take over from here and start to work on a resolution. I will be sure to follow up with any status updates we receive going forward for this issue here.
Thank you for your patience!
-Coach Jon
CTP-15280
