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Sorting Planned Spending Items:

If you added expense items to your Planned Spending some time ago you may have just selected a Category and left the optional expense name blank. If so, those expenses may not sort correctly by name.

To fix it, just edit the expense, type in the name, and hit Update. Now the sorting should work. (Newly created expenses will fix this for you from now on.)

"I think you are missing the point though that the old Spending Plan let you see all 4 things (Income, Bills, Subscriptions, Transfers) and their individual subtotals on the same page…"

No, I understood your point. Seeing the subtotals was very important to you and you want that back.

But it wasn't important to me. I always did my month-to-month comparisons by flipping through the expanded bills lists, then the expanded subscriptions lists, etc. So the new system works fine for me.

We understand each other… and we agree on moving the Transfers out. We just don't agree on everything.

It's been a year, so here I am, "boosting" this feature request. Come on team, you can do it!

I suppose I should find ALL the SG feature requests and give most of them an annual boost since the 41 up-vote count for this one request is a bit "deceptive." If one were to take the time to count up all the up-votes for all the SG feature requests currently floating around in this forum, I'm certain the count would be substantial.

I also get this overspent error in the Planned Spending. I use my Planned Spending categories as general targets but will flex them during the month based on actual needs. For example some months I have no spend on Pets or Home Maintenance so I can reallocate that planned spending to Restaurants or Groceries if I prefer. The old Spending Plan would update immediately when you updated categories. This seems to be bugged now.

I don't think that Transfers should be mixed with Excluded Bills. That'll make it really hard for me to find bills that might have been excluded by mistake. I have many many transfers every month (eg: each credit card's payment comes with 2, and that's not all that there are) and I think they should be in a separate section - either within Bills or as a separate top-level section.

I completely disagree on the look of the new update but that is personal opinion. I personally never needed to be handheld on how the pieces fit together and prefer the old simpler and cleaner view of the full picture.
But on your Bills & Subscriptions spending being similar comment, you are very right from a minimum functional objective standpoint. I think a different execution of the objective would’ve caused less ire. Ultimately, what you are asking for is the sum total number of the Bills+Subscriptions. I agree this is a very helpful number and if they’d just added that one sum total in the old Spending Plan, like on the Income/Bills detail page somewhere, then that would have accomplished the mission perfectly and wouldn’t have required a wholesale redesign. The new transaction register view of Bills/Subscriptions/Transfers is chaotic to look at and far from simple to use because of the chaos. And it removes the quick glance ability to flip through future months on the Income/Bills page and see how your Bills/Subscriptions and even Income/Transfers total numbers are changing in future months without have to change filter settings each month, and it makes it just harder to see those Bill vs Subscription vs Transfer totals in general. So basically, to solve a simple “we need to add a total sum number somewhere of all Bills/Subscriptions” they removed highly valuable budget planning functionality that the old setup had. To me, this is the major flaw in this new update and a huge negative on the primary selling point for Quicken Simplifi over other budgeting apps.

I will also add that for folks that prefer to just have one list, they always had the option to just categorize everything as Bills and never look back. But this choice removes functionality of easily seeing changes in subscription costs and identifying charges you didn’t intend to renew or increases in subscription charges that you’d rather cancel at new price. Subscriptions by nature are things that are easier to cancel than Bills.

I like the look of the new update but very frustrated that bills and subscriptions cannot be sorted and viewed at the same time. The only way to see them separated is showing one at a time. I really liked the previous view seeing my bills and subscriptions separated but on the screen at the same time.