Ability to deduct rolled over planned spending from an account's available balance.

Me000000

Planned spending that has rolled over from previous months should have that money removed from the available balance of a designated account.

Coach Natalie

@Me000000, thanks for posting your suggestion to the Community!

I went ahead and moved this out of Feature Requests for now so we can gain a clearer understanding of what exactly you're looking for. Are you referring to leftover funds that have been rolled over to the next month, or are you talking about overspending that occurred in a month? Since account balances don't impact the Spending Plan, or Planned Spending specifically, how would this leftover or overspent expense be removed from an account's balance? Would you still want to see the over/underspent amount in the Planned Spending expense as well?

We also have an existing request here for the ability to include account balances in the Spending Plan in general:

https://community.simplifimoney.com/discussion/1114/include-checking-account-balance-in-spending-plan-3-merged-votes

Please let us know so we can best assist!

TiggerTrainer

I voted for this. I feel this feature would be extremely helpful.