Over the last 6 months as I transition from 30 years of Quicken Classic to Quicken Simplifi. At first I wanted to see a report showing "did I meet my budget" like in Quicken classic. and was not comfortable not seeing it.
Now, I have moved major recurring expenses like property tax and estimated quarterly taxes from Planned to spend to Bills. Most of my other monthly expenses are charged to credit cards and the statement balance paid monthly. Now, by using Cash Flow under Bills & Income and mentally subtracting the credit card statement balances (majority of planned to spend expenses) from the figure provided by cash flow , I feel comfortable in knowing that I am on track to meet my annual budget.
As to an annual budget (I still think calendar year). I have to use an excel spreadsheet to establish the categories and amounts for each month in the year and then input into Simplifi.
To get to my request, I would like to see Simplifi have a excel spreadsheet in which each year I could do what I do now in excel to establish a calendar year budget or be able to attach my excel spreadsheet to Simplifi, maybe as a annual report ,so each year the spreadsheet data is filed in Simplifi. I could then use it to add to the quicken monthly estimated income, bills and planned to spend but keep the record in one place - Simplifi
