Spending Plan adding new accounts won’t save and shows error

K Alger

New user here trying to create a spending plan in web version and new accounts won’t save. I’ve tried using PC with chrome browser as well as iPad with Safari with no difference. Out of a dozen tries only half actually save without an error

SRC54

@K Alger Sorry to hear you are having trouble with the Spending Plan. I am not quite sure what problem you are having.

1. Have you finished setting up all or at least your main accounts?
2. Have you created the categories or at least tweaked the categories that Simplifi provides to suit your needs?

Once you have done that and downloaded or entered transactions for those accounts and categorized them, then you are ready to tackle the Spending Plan.

1. I would start by adding your recurring bills and income.
2. Then I would set up Planned Spending by choosing the categories you want to budget and entering a monthly amount.

All of this can be tweaked as you go. I would just guesstimate to start.

If some of this or none of this helps, reply so users here can provide you more specific help. Good luck!