Using the Spending Plan

Discussion List

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  Spending Plan "overspent"

  Answered cchristian6 18 views 1 comment 0 points Most recent by SRC54 May 16
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  Spending plan feature can’t handle transfers (edited)

  Gnnd 52 views 8 comments 0 points Most recent by Gnnd May 15
• 
  Transactions not being recognized in Planned Spending (edited)

  Answered ✓ kash80 27 views 3 comments 0 points Most recent by Coach Jon May 14
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  Spending Plan Linking to Transaction Issues.

  Answered ✓ RonH2K 24 views 3 comments 0 points Most recent by DannyB May 6
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  Can I set custom budget dates in Simplifi?

  thriftytiger101 46 views 10 comments 0 points Most recent by thriftytiger101 April 25
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  How do I roll over available uncategorized funds month to month?

  Antipode51 31 views 3 comments 0 points Most recent by SRC54 April 25
• 
  How do Planned Spending Expenses change over time?

  SavingPennies4Boba 32 views 5 comments 0 points Most recent by Coach Jon April 22
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  Why Spending Plan doesn't match actuals at month-end

  Answered ✓ Closed John Dressel 44 views 3 comments 0 points Most recent by John Dressel April 3
• 
  List of all planned spending categories

  Closed TommyS 21 views 2 comments 0 points Most recent by DannyB March 31
• 
  payments from savings

  Answered ✓ Closed chicago89 21 views 1 comment 0 points Most recent by Coach Kristina March 29
• 
  Total amount remaining in plan to be spent

  Closed BenB 15 views 1 comment 0 points Most recent by DannyB March 28
• 
  Tool to save money for a hobby (not a specific purchase).

  Closed Joezappie 40 views 3 comments 2 points Most recent by DannyB March 27
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  Planned Spending vs. Actuals YTD

  Closed MotorCityCanuck 26 views 2 comments 0 points Most recent by DannyB March 27
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  My bills Are Not Linking to the Spending Plan

  Closed DigiFarmz 116 views 13 comments 0 points Most recent by Coach Jon March 11
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  Request- Indicate bank balance with total rollover amount deducted from it

  Closed BenB 124 views 22 comments 1 point Most recent by BenB March 5
• 
  My "budget" runs from the 15th to the 15th of the following month. Best practices?

  Answered ✓ Closed mrpiano 115 views 18 comments 0 points Most recent by DannyB February 26
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  Include Investment Transactions in Spending Plan & Pull Average Cost from Fidelity

  Closed Ankitkumar 46 views 3 comments 1 point Most recent by SRC54 February 21
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  Total Spending Left for the Month

  Closed Jay8 49 views 3 comments 2 points Most recent by Coach Jon February 21
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  Are scheduled refunds supposed to show up in Spending Plan before received?

  Closed DryHeat 21 views 4 comments 0 points Most recent by DryHeat February 16
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  Spending Plan Question

  Closed OregonNomad 85 views 14 comments 0 points Most recent by RobWilk January 24
• 
  Hidden Investments [Transactions] showing up in the Spending Plan Income section

  Closed System 143 views 17 comments 0 points Most recent by Coach Natalie January 13
• 
  Spending Plan - Expense Graphs

  Answered ✓ Closed WMG3 41 views 4 comments 0 points Most recent by Coach Jon January 10
• 
  Roll over at year end

  Answered ✓ Closed TommyS 98 views 6 comments 0 points Most recent by Coach Natalie December 2024
• 
  Why would I want to "see" or Include my transfers in the Spending Plan?

  Closed Max1223 70 views 5 comments 1 point Most recent by DannyB December 2024
• 
  Why bills/subscriptions are not in Planned Spending?

  Closed orad 68 views 2 comments 1 point Most recent by UrsulaA December 2024
• 
  Savings Goal Does Not Stop in Spending Plan

  Closed Paul321 42 views 3 comments 1 point Most recent by Paul321 December 2024
• 
  Help with budgeting and viewing my monthly budget

  Closed Amanza 142 views 3 comments 0 points Most recent by Flopbot November 2024
• 
  Why does Simplifi say I have available money when I don't?

  Closed monkeybudget 100 views 9 comments 0 points Most recent by DannyB October 2024
• 
  Planned Spending Transactions Not Adding Up

  Closed VermillionSands 81 views 11 comments 0 points Most recent by DannyB October 2024
• 
  Release unspent categories into rollover categories

  Closed Sheepers 21 views 1 comment 0 points Most recent by DannyB October 2024