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Hey everyone,

Thank you all for your interest in this feature. We don't have any updates to provide at this time, but as soon as we do we will be sure to let you all know right away!

Thanks for your patience!

-Coach Jon

I understand why the line graph is omitted from the smaller screen on phones, but I would love to see the Cashflow Projection line graph on iPad and other tablets. Cashflow Projection is my favorite feature in Simplifi, but it’s more effective with the line graph you find on the web browser version. I think this ties into a bigger discussion of having an actual iPad/tablet optimized version of the app that takes full advantage of the extra screen real estate, versus a blown up cell phone app.

@VernDosch, thanks for sharing your feedback with the Community!

Since iPads use the Quicken Simplifi Mobile App, I would recommend adding your vote and feedback to this existing request, and then following it for updates:

I'm not aware of plans to implement a graph for Projected Cash Flow on the Mobile App at this time, but as soon as we have any news to share, we will be sure to post it to the request and let everyone know.

I hope this helps!

Is there any way to know where this is on the product roadmap? Is this feature or something similar 1-3 months, 3-6 months, or 6+ months away from release? 

Without this feature this product is not different then other free tools on the market.

Its not that complicated.

As stated, Simplifi currently forces users to choose between:

Using Savings Goals, which removes the expense from the regular Spending Plan, or Letting large annual/biannual bills appear as a single massive hit in the month they’re paid. Neither option reflects how people actually budget. Most users want these expenses allocated monthly so they can see their true monthly cost of living, while keeping all spending inside the Spending Plan—not in savings.

Proposed Solution

When setting up a recurring bill, add:

1. Amount
2. Pay date
3. Frequency: Annual / Biannual / Quarterly / Monthly
4. New toggle: “Apply this bill evenly to monthly spending”

Behavior when toggle is ON:

Simplifi divides the bill into equal monthly portions (e.g., $1,200 annual → $100/mo).

Each month’s Spending Plan includes the monthly portion as a planned expense.

The accrued running total rolls forward until the pay date.

When the bill is paid, Simplifi asks: “Would you like to set this up again for next year?”

Key point:

This does not use Savings Goals—so spending remains categorized and visible.

Benefits

True monthly budgeting: Reflects actual cost of living without hacks or workarounds.

No Savings Goal misuse: Keeps savings tools for true savings, not predictable bills.

Cleaner UX: Leverages the existing recurring bill system—minimal development lift.

Greater accuracy: Eliminates massive budget spikes in annual or biannual months.

User trust: Aligns Simplifi with how real-world budgeting is done.

Example

Property tax: $1,000 annually

User enters $1,000

Selects Annual

Turns ON “Apply to monthly spending”

Simplifi auto-allocates $83.33/mo into the Spending Plan

When the bill is paid, system prompts:
“Set this up again for next year?”

Why This Matters

This small enhancement solves one of the most common pain points for budget-conscious users:
Maintaining an accurate, month-to-month Spending Plan that includes all recurring expenses—no matter the interval.