Planned Spending vs. Actuals YTD

MotorCityCanuck

Hey everyone. I've just switched to Simplifi about a month ago and find the app very usable and friendly. I have a need to periodically track our actual spending against the planned spending on a monthly and YTD basis. I see that the app supports that view monthly. Is there a way to track and report it on a YTD basis?

Many of our expenses are periodic and variable in nature. This would be super helpful.

Coach Natalie

@MotorCityCanuck, thanks for posting your inquiry!

The Quicken Simplifi Spending Plan is currently a month-by-month budgeting system. Here are a few existing Idea posts that come to mind for your situation. I'd definitely suggest checking them out and adding your vote and feedback where applicable:

https://community.simplifimoney.com/discussion/2207/customize-budget-cycle-as-opposed-to-month-to-month-3-merged-votes

https://community.simplifimoney.com/discussion/1199/break-down-annual-bi-annual-expenses-to-a-monthly-amount-in-spending-plan-edited-6-merged-votes

https://community.simplifimoney.com/discussion/8408/ability-to-view-spending-plan-for-the-whole-year

Otherwise, I'd recommend using Watchlists and/or Reports to track spending in certain areas. Here are some articles that go over these features:

https://support.simplifi.quicken.com/en/articles/3472367-using-watchlists

https://support.simplifi.quicken.com/en/articles/4592676-using-reports-in-quicken-simplifi

I hope this helps!