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Help! My monthly Planned Spend went haywire!

Christina

I logged into Simplifi this morning, as I do each day, and everything in my Planned Spend view is wrong. For example, yesterday I had about $800 left in the grocery category for the month, and today it is over $16,000! And is the case in all categories going back months. I haven't changed anything, so how can this be fixed?

Thank you!

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Comments

Coach Natalie

@Christina, thanks for posting to the Community with this issue!

I just checked my Planned Spend expenses and don't see any problems. Are you using the Quicken Simplifi Mobile App or the Quicken Simplifi Web App? Have you checked in other locations, such as on the Mobile App if you're using the Web App, or vice versa, or a different browser for the Web App?

Please let us know so we can best assist!

Christina

Hi Natalie! It appears in both the app and the web version. Everything looked normal yesterday afternoon, but when I logged in today all of my Planned Spend totals are completely different and show many thousands of dollars as available, which is not the case. There are no new transactions, so it looks like something has happened with the rollovers going back since I first started my account in late 2023/early 2024.

Thank you for your help!

Coach Natalie

@Christina, thanks for checking from other locations and posting back!

This definitely sounds like a strange issue. I only have one Planned Spend expense set up with rollover, and I don't see any issues with that one either. I would recommend deleting and recreating one of the expenses from the current month to see if doing so clears things up for that expense, not only for this month and in future months, but also to see if this action impacts past months at all.

Please also provide screenshots showing the issue so we can get a clear picture of what's going on and narrow down any further data we may need.

Christina

I don't know what happened, but the issue seems to have resolved itself. I also sent screenshots and requested help from the tool in the app, so perhaps they were able to fix something. Thank you!

Coach Natalie

@Christina, thanks for following up!

The Send Feedback tool doesn’t actually create an escalation ticket, so it’s unlikely the issue was resolved directly by our teams. It was most likely a temporary glitch, especially since we didn’t receive reports of the same issue from other users. That said, I’m very glad to hear everything is working properly now!

Please let us know if you need help with anything else—we’re happy to assist!