Have the ability to allocate income from "this month" to "next month"

I budget a month ahead, so any income I get from paychecks in "this month" goes to "next months" income. I can't find any way to do this in Simplifi. If I change the transaction dates for the deposits, they double up expected income for the next month.

Am I missing something and this is possible? If not, I would love it if Simplifi could do this.

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  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    I'm a little confused about how this would work… Yes, you're changing the current month's income to next month, which works as you would expect, but there is a reminder for nextx month for income (recurring) so unless you were to push that date forward as well (which you could do, but might have to manually edit when transaction downloads) you will show two incomes that month.

    I "almost" like this idea, because my paycheck comes towards the end of the month, however, as long as only one income exists per month, for spending plan purposes it doesn't matter.


    Rob Wilkens

  • JEM42
    JEM42 Member
    edited 4:42AM

    Thanks for the response. My problem is I already have all the funding I need for this month (Dec) It came from Nov income (when I started Simplifi) I am now getting paid for "Dec", but that funding is going to be needed to fund January. Because of this, Simplifi thinks I have way more money to budget in Dec that I really do. Actually, it is correct but I have always been a month ahead in my budgeting and I want it to stay that way. I like having a one month cushion in my finances.

    I'm not sure Simplifi will be able to do this easily

    Jim