nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Ability to see a Total/Summary for all Planned Spending Items (Original & Current) [edited]

rosalynraelyn

I absolutely LOVE the planned spending feature. It's really helped me to track how I'm spending toward my budget throughout the month and adjust according. For reference, I currently track all discretionary spending categories in planned spending as a budget zero.

With that said, I was hoping it would be possible to see what the original planned spending total is in addition to the current. Right now, if I track my spending by category and I overspend in one area (i.e. groceries) but I'm still under-budget for spending overall, it only shows me my new total with the overspent category. I'd like to be able to see the original amount and the actual amount (ex. $1200 spent of $1000).

Find more posts tagged with

Active

Spending Plan

Feature Request

Status: Active

Comments

Coach Natalie

Hello @rosalynraelyn,

Thank you for taking the time to share your feedback with us!

I have gone ahead and turned this into an Idea post so that other Users can vote on it, and our Product Team can review it. Please be sure to add your vote as well!

Thank you,

Coach Natalie

Phee

Yes, I agree. I have to manually add up what's "Left" by Category to get a picture of how I'm tracking to my planned spending for the month, versus a quick overall sum of planned versus actuals (month to date). Otherwise, it's a great feature.

chimoe

+1 for this feature. much needed!

DannyB

I agree this would be a helpful feature.

Lake

I love the spending plan. It’s one of my favorite features that Simplifi has that other budgeting apps don’t have. However, it’s difficult to see how much money you have remaining of your allocated amount other than adding up the amount from each category, which is tedious and time-consuming. It would be great to have a “overall spending” bar under the “planned spending” section of the spending plan. This would allow you to see how much money you have remaining across all categories that you have allocated money towards for the month. This would let you see how you’re spending is going.

aaronuss

Agreed. I am new to Simplifi and this is one of the first things I am looking for.

My workaround was to create a single "Watchlist" containing all the categories I have in planned spending. That shows me a totals spent, projected and target.

Hope this helps in the meantime.

Pchamb1998

I have to manually add up how much is left in my planned spending categories through the month to get an estimate of free cash flow. It would make sense to show an actual vs planned number throughout the month so you can get a better idea without having to do the math manually. I am constantly going back and forth from spending plans to reports. I have created a watchlist tile to track planned spending but I shouldn't have to do this. PLEASE just put it on the spending plan.

UrsulaA

I like this idea too, related to this one. I upvoted this idea.

https://community.simplifimoney.com/discussion/2087/spending-plan-show-totals-for-paid-spent-vs-upcoming-left-with-a-progress-bar-edited

KTH

I’d like to be able to see the total amount of money that I have leftover across all categories from my planned spending. Mint would show this and it was a good way for me to see how well I did at not getting too close to overspending across the board. Sometimes I may overspend in just 1 or 2 categories, but the rest I might meet the exact budget or underspend, and currently it doesn’t show how much “leftover” I have of my planned spending.

UrsulaA

This idea looks done from my user view, check it out below.

https://community.simplifimoney.com/discussion/7640/web-3-98-0-update-planned-spending-summary-edited

Coach Natalie

Hey everyone, great news! As of the 3.98.0 Web Release, you will now see a "Summary" section in Planned Spending that shows a total for all Planned Spending items and a total for what's been spent so far.

We hope everyone enjoys this new feature! 🎉

-Coach Natalie

Coach Natalie

Hey everyone, I've learned that the Planned Spending Summary was removed in anticipation of the Planned Spending Rollover feature that should be enabled this week (see here), as the numbers were not meshing with the rollover abilities. Our product team is not sure at this time if the Summary will be returned, so this Idea has been reopened for voting and feedback.

Thanks!

-Coach Natalie

Jerrod

I honestly found this feature super useful. At a glance, it gave me a decent idea of the path of my spending for the month. Since I don't care much about rollover spending, I kinda sad the feature I liked is going away for a feature I won't use. Before this feature, I tried to make a watch list for total spending but this didn't work due to bills and subscriptions having the same category as some of my planned spending categories.

I understand how it would be weird to use it with rollover categories, but maybe the developers allow for a toggle that shows it or not and recommend not showing it if you use rollover spending categories.

BrittLew

I would still love to see a summary on the planned spending page. As wisely spending is such a big reason for using Quicken, I'd love to quickly gage where I am on my monthly progress. Thought I do like the idea of a Planned Spending Rollover ft as well.

breadfan18

YES PLEASE. The total displayed on Planned Spending should be the actual sum total of all categories spent (OR find a way to display both). Right now, it shows total planned plus overspent amount for certain categories. And i find it very unhelpful, because I really want to know if I'm on track for the overall budget in the month, even if I go over for specific categories.

If you all implement this feature, you will have me locked down as a customer, because this is the only thing that's making me consider other options.

BudgetsAreSoFun

Planned Spending needs to have a total at the bottom to show overall, how you are doing / did for the month. Also, it would be nice if Planned Spending were more integrated with the Left at the end of the month. I understand maybe you don't want to update Planned Spending, since it's planned in advance. How about having another category that reflects how the actual spending impacted what's left at the end of the month? Currently, I have to manually calculate that, or go to the Net Income report to see how I did overall for the month.

Hope this makes sense!

Coach Kristina

Hello @BudgetsAreSoFun,

Thank you for coming to the Community to share your idea! You may find this existing Idea interesting also, since it's very similar to the first part of your request: [removed link to merged thread]

Thank you!

Coach Natalie

@BudgetsAreSoFun, thanks for posting to the Community!

Please check out these existing requests for the second part of what you requested:

https://community.simplifimoney.com/discussion/7230/make-releasing-planned-spending-funds-optional-suppress-notifications-about-closing-edited

https://community.simplifimoney.com/discussion/9040/spending-plan-option-to-forward-left-at-end-of-month-to-the-following-month-edited

Otherwise, you'll want to go ahead and create a new Idea post to request that second part, as your primary suggestion was merged with this existing request, and you want to outline and request just one suggestion per Idea post. Our FAQ here has more details on creating Idea posts in the Community.

I hope this helps!

-Coach Natalie

HLSPOS19

I want a real time calculation of Planned Spending. Simplifi provides a total for each individual planned spending category, but it is not available for all planned spending categories together. I constantly have to add up each individual category by hand and it's time consuming. This seems like a very easy feature to add.

Jeremiah.R.Akin

In the Planned Spending section, it would be helpful to see the total amount budgeted for the month and how much of that total remains. Currently, I can view individual budget categories, but there is no place to see the overall budget vs. spending in one glance. This feature would make it easier to track total budgetary flexibility throughout the month and make more informed financial decisions.

UrsulaA

To account for the rollover, can we modify the prior screen as follows:

With rollover (add the rollover amounts to available and total allotted)

Available, Spent so far, Total allotted

Without rollover (same as before)

Available, Spent so far, Total allotted

Either show both scenarios or allow the user to toggle to show with and without rollover.

C2M

It would be great if we can see the total amount spent across all budgets along with the remaining budget for each month. This will allow users to monitor available budger holistically (screenshot below with proposed update)

Screenshot_20241107_132926_Quicken Simplifi.jpg

RobWilk

They've tried to avoid the word "budget", really the spending plan itself covers the total and remaining, but I agree, the totals for the planned spending section could be summarized there.

Really it shoud be "Total Planned Spending" and "Total Remaining planned spending", or more simply "Spent $xxx of $xxx planned total"

Chris Davis

I think I'm saying the same thing, but it would be helpful to see the original budget below the actual spending/current forecasted total. For example, the summary tile on the planned spending tab would show our spending with the original right beneath it and then color green/red depending on if we're below/above, respectively. I've attached an example, but the colors are backwards in my example as i'm looking at income. Additionally, could the red exclamation mark only show up if i'm over budget in total? Maybe a yellow one if there are certain categories that are over but still okay overall?

Wedo778

And/Or if I am over in a category let me dismiss the warning and don't warn me again for the rest of the month for that item.

I think this comes into play more with rollover than when not using it. I am rolling over because I expect to be over some months and under others. Whereas if I never want to roll over I am able to accomplish this same thing by editing this month's plan. Rollovers basically took away our ability to say "yea I went over what I said and thats ok". Really need to get to phase 2, 3 and 4 of rollover implementation.

schmidtfamilyxyz

You already provide a total available for "unplanned spending" and even a $ per day amount. You also already provide an available amount for each individual category within planned spending. But nowhere is the "total" amount available / remaining in the planned spending section, neither on the online version or the app. I find myself frequently having to manually add up all the planned spending available amounts to get a full picture of what I have left to spend. Perhaps adding an "Available" line & amount directly below the "Planned spending" amount on the app would be helpful.

Screenshot_20250110_200021_Quicken Simplifi.jpg

Lee B

YES!! ABOVE the list of spending categories, you should put the 'total of categories below'. It should look the same as the detailed categories, just the totals from all the detailed categories including Planned $, Spent $, Available $, # of transactions, of $xxx. You may not need the three dots menu for the total line. But the ! hover-over should be included.

Gates

Currently planned spending shows the total amount of the budgets if they are fully utilized. It would be nice to be able to see the combined budgets month to date amount remaining (the unspent amount).

DannyB

This idea was actually added to Planned Spending about a year ago and it was nice to see. The Total Planned Spending amount and spent so far data was incorporated in the Planned Spending header if I recall correctly. But alas, it was a short-lived addition because the next "upgrade" added to Planned Spending was the rollover feature and for some reason the rollover feature was incompatible with the "Spent to date" feature. I believe the noise for rollover was greater than the noise for spent to date so spent to date was removed.

Hopefully spent to date is being worked on and can be reintroduced at some point.

John Dressel

In planned spending, there is no quick view on how you are tracking month-to-date. You have to first go into Bills and scan through the bills paid vs upcoming, then back out to planned spending and scan through each category to see where you are. I would like to see a summary of bills paid vs pending and planned spending MTD actual vs planned. Because my income varies by month, the 'available' amount is less important to me than the spending and while knowing I have enough income to cover bills and subscriptions is nice, I would rather see just fixed (bills & subscriptions) and variable/discretionary (planned spending) in the Spending Plan summary.