how do I get a projected budget to generate?

SweeTea

Meaning, so I know how much money is left after each pay period before it happens?

Coach Jon

Hello @SweeTea,

Thanks for reaching out! Quicken Simplifi offers a different approach to budgeting. Quicken Simplifi creates a Spending Plan automatically based on the Recurring Income, Bills, and Subscriptions you've set up, leaving the money that's left over as available to budget or save for other items, or to spend as desired.

Here is a support article explaining how the spending plan works in Quicken Simplifi: https://support.simplifi.quicken.com/en/articles/4212702-understanding-your-spending-plan#h_99b355e2a6

-Coach Jon

DannyB

Hi @SweeTea

I'm not sure what exactly you are trying to get at, but the Spending Plan gives you a monthly projection of your available income after deducting your fixed expenses (Bills), your flexible expenses (Planned Spend) and any contributions to Savings Goals (Goals). Also, any expenses that fall outside you budgeted fixed and flexible expenses (Other Sped) will be deducted from the available, so you have a running tally of what is left as the month unfolds.