Mobile App: Show the 'Available' amount when drilled into Spending Plan sections (edited)

BenB
BenB Member ✭✭
edited March 4 in Feature Requests

The Available money in the Spending plan overview is not visible from within the Planned spending on IOS, it is visible on the web version.

This makes it tough to budget the money incrementally since you have to continue to back out of the planning spending to the overview to see how you did and what's remaining. Please consider also having available money cleverly displayed in spending plan view. There's a lot of room up top-right on the screen.

1 votes

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Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

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

    I went ahead and moved this out of Feature Requests for now so we can gain some clarity on what specifically you're looking for. With that, are you referring to the fact that the Quicken Simplifi Web App has a sticky bar in the Spending Plan that shows each of the section's totals, including the Available amount, regardless of being clicked into a specific section? If so, would you like to see something similar on the Quicken Simplifi Mobile App, or are you just looking to have the 'Available' amount shown when drilled into a specific section?

    Screenshot 2025-03-03 at 11.49.38 AM.png

    Let us know!

    -Coach Natalie

    *Check out Quicken Simplifi's Community Meetup Newsletter!

  • BenB
    BenB Member ✭✭

    yes, seeing that in the mobile app would’ve super helpful!

    Thank you.

  • TiggerTrainer
    TiggerTrainer Member ✭✭✭

    So I am a little confused. This is available in the mobile app. You click the 3 lines in the top left, then select "Spending Plan" and it will show the circle chart and the categories.

    TiggerTrainer

    Quicken Simplifi user since January 2025

    Quicken Classic user since 2004 - 2025 (21 years)

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    If I understood @Coach Natalie 's description right, it's not so much that it's not available, it's that they always want it shown when you're in the spending plan section - - I have mixed feelings about this. Yes, on the iPad/Tablet version, I could see keeping this displayed, but on a mobile phone sized screen, there would be a lot of scrolling to get to the information you want to see…. IT might be more messy on a mobile phone…. But in theory, again, on a tablet this could be a nice addition.


    Rob Wilkens

  • BenB
    BenB Member ✭✭

    On a mobile phone while in the Planned Spending there's about an inch tall and several inch wide space to the left of 'options'. Planned spending is listed on bottom. Maybe available to spend can be up top or share the bottom.

    At a bare minimum when you actually open a category then click 'Edit this month's expense, there's a massive amount of space to indicate what's available, especially in a screen where you might be making a decision on adding / subtracting.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @BenB, thanks for confirming!

    I turned this back into an Idea post, but I made it more general for all Spending Plan sections as opposed to just Planned Spending to help rally votes and support. Thanks for the great suggestion!

    -Coach Natalie

    *Check out Quicken Simplifi's Community Meetup Newsletter!

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