Did I meet Budget
In Quicken Classic there was a screen that showed how actuals compared to budgets. Available for any month or YTD. In Simplifi income/expense report only for one month. I would like to see similar to Quicken Classic
Mike Z
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Hello @MDZ,
Thank you for sharing your feedback! There is an Idea post requesting functionality similar to this. Please take a look, and add your vote along with a comment if it's something you'd like to see in the future:
Thank you!
-Coach Kristina
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My request was to be able to input budget $ by category for calendar year and then see a report comparing budget to actual. Specifically the prior post appears to only look at outport and did not specify the ability to input budget $ for an entire year ar start of year - like Quicken Classic
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@MDZ, thanks for the additional info!
Based on your additional description, a few other existing requests come to mind for you:
Please be sure to add your vote and feedback to any that meet your needs, and then follow it for updates! Otherwise, I think the request shared by Coach Kristina is generally what you're looking for. If you have a different use case or approach for the same report type (budgeted vs. actual), you'd want to post it in the request so our product team can review it.
For more details on Idea posts here in the Community, please see our FAQ:
-Coach Natalie
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