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Provide a separate grouping for Charitable Giving (in Spending Plan/Recurring Series)

scottnliz

I budget to regularly give to charitable organizations in my monthly budget. I would like my spending plan and recurring series settings to separate this out from Income/Bills/Subscriptions/Savings.

Right now, I'm using Subscriptions to track these, but it seems strange to me.

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Active

Recurring

Spending Plan

Feature Request

Status: Active

Comments

Flopbot

Absolutely agree! I've also noticed this...my monthly scheduled giving is currently listed under BILLS, but that seems weird since they're not bills; they're giving. I'll try @scottnliz 's idea for now of putting them under Subscriptions instead...since there are fewer of them...still seems odd.

Ultimately though, it would make sense to have them under their own grouping under the Spending Plan>Total to spend (Income, Bills, Giving, Subscriptions, Savings Goals).

This would allow us to more easily calculate what percentage of our income we're giving and - hopefully - keep incrementing it up. If Simplifi actually figured this % for us, that would be great!

This could be an easy way for Simplifi to help encourage/promote generosity through software design!

Flopbot

I want to boost this idea post from @scottnliz. It’s a great idea and I’d love to see it implemented. The way I envision it, it would look something like this. Ideally, it would even have a % displayed to show how you stand.

DannyB

I also added my vote for this idea. I currently have my giving listed under Bills, though @scottnliz and @Flopbot are right charitable giving doesn’t quite fit in either.

Flopbot

Vote farming!

Ideally, there could just be customizable groupings based on each individual users needs.

RobWilk

Isn't giving ultimately just a spending category? I'm a no on this right now.

DannyB

Yes and no, @RobWilk

It is an “expense category” in the sense that it is outflow. But charitable giving is not a typical expense category since it does not benefit the giver in a direct way as other expense categories do. When I contribute to a non-profit organization, I am providing a benefit for someone else and don’t receive any product or service for myself.

For many, there is a certain percentage of income that is set as a target and being able to track the total of all charitable giving with a corresponding percent of income would be beneficial for those who do percentage based giving.

RobWilk

If this were a toggle-able option, meaning you could turn the display of this feature (differently than as-is), I would support it. But the screens are pretty crowded as-is, and adding more to them might make things worse — especially if i don't use a feature.

I do make charitable contributions, but not on a very regular schedule. I support things based on my budget for the month.

Coach Natalie

Hello All,

The Community Support Team reviews long-standing Idea posts for relevancy and current interest. This Idea seems to have fallen stagnant and we would like to gauge the current level of interest in this request.

If you would like to see this Idea implemented, please add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here.

Thank you,

Quicken Simplifi Community Support Team