Ability to roll over unallocated funds

Antipode51

Hello! 👋 I posted about this in the forum and was directed here to make a feature request.

I came to QS soon after Mint shut down and have been enjoying the experience for the most part. However, one feature I miss is the "Everything Else" spending bucket that would automatically capture any transactions that don't fit into any of the other buckets I built for my monthly budget. QS has "Other spending" which serves close to the same function, except in Mint I could roll over unspent funds in "Everything Else" to the next month if I wanted; QS doesn't seem to have that functionality.

I was doing fine without this while I was getting paid twice a month, however I recently started a new job that pays me every Wednesday, meaning that some months I collect five paychecks instead of the usual four, which looks in QS like I have a giant surplus of funds for that month. I would love to be able to budget those funds across each month that I'm only getting four paychecks instead of those months looking extremely tight on funds, however it doesn't look like I can do that within QS.

I would really love if this functionality could be built into QS as my monthly expenses and investments are calculated around my estimated annual income averaged over 12 months, this would make it far easier instead of the weird "gaming-the-system" I'm having to do currently.

Thank you for considering!

Coach Jon

Hello @Antipode51,

Thanks for reaching out! We converted your feature request into a discussion as it looks like we do have a couple of ideas already available to vote for that align with what you are wanting in Quicken Simplifi.

This idea would allow users to take the amount left at the end of the month and bring it forward into the new month:

https://community.simplifimoney.com/discussion/9040/spending-plan-option-to-forward-left-at-end-of-month-available-to-the-following-month-edited

I also know that our Product Team plans to add a 12-month table view to the Spending Plan that will display the items in a customizable row format soon.

https://community.simplifimoney.com/discussion/1813/enter-spending-plan-budget-in-table-view

I hope this information helps!

-Coach Jon

Antipode51

Yes those are very helpful, and it looks like the first idea covers exactly what I'm looking for. Thank you!

SRC54

It only has 23 votes. I already voted for this although as I say what is left over is for me savings and the more left over, the more I feel successful.

It would also be nice to be able to see the Spending Plan in an annual view.