Ability To Disable The Spending Plan Feature
Why must I be obligated to use the Spending Plan and Planning Spending features? As far as I can tell, the "out of the box" experience forces the Spending Plan upon me. Yes, I can disable the notifications but the Spending Plan dashboard is front and center in the app, scolding me at the outset.
Maybe a user is not ready to engage in the defining/enforcing of a budget. Maybe they already have an alternative method to the spending plan already established outside of Simplifi. Maybe the Spending Plan's current implementation doesn't map well to their income/expense patterns.
I imagine that the friction is particularly high for users whose income is sporadic (e.g. people who work in sales and receive quarterly commission) or those who have larger periodic expenses that don't map to a monthly cycle (e.g. semester-aligned school tuition payments).
I'm aware of other feature requests to have different budget cycles, and the notion of rolling unspent funds over etc. but I don't want to engage in the whack-a-mole of making the Spending Plan work for my circumstances, I would like to simply disable it until I'm ready to embrace it.
Even if its default-on for new users, please at least allow users to disable the Spending Plan feature. What should disablement look like? IMO, that portion of the left navigation bar could be grayed-out (so that its still discoverable), and any related tracking and notifications suppressed.
If I didn't choose to be beholden to a budget, the product shouldn't be scolding me about some default one it decided for me.
Comments
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Hello @seedmon19,
Thank you for coming to the Community to share your feedback! Do you use the Mobile app, the Web app, or both? While there isn't currently a way to disable the Spending Plan feature, you can customize the dashboard so that it's not prominently displayed every time you login.
On the Mobile App, you can tap the hamburger menu (the 3 horizontal lines at the upper left corner), select Settings, then select Customize Dashboard. Then, you can tap on the eye icon next to Spending Plan to hide it. Tap Save in the upper right corner to Save the change, and the Spending Plan will no longer be visible on the Mobile app's dashboard.
In the Web App, there isn't a way to hide the tile, but you can drag/drop tiles to move them around to your liking. This allows you to shift the tiles most relevant to you to the top, and shift the ones you don't care about/don't want to see towards the bottom. For more information, see this article:
You may also want to take a look at this related Idea post (linked below) and add your vote and a comment if it's something you'd like to see added to Quicken Simplifi. Ideas that get enough votes may be implemented in the future!
I hope this helps!
-Coach Kristina
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Thanks Kristina - I use both the mobile app and the web app. If I were able to hide it from both web and mobile, plus disable the notifications, I think that would be an okay workaround.
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