Adding planned spending based on tag
Chris Chris
Member
Hi everyone, I am new to Simplifi as of today.
One thing I want to do is plan out my spending in advance. I have a system where I give myself a 'fun allowance' for the month, with $X that I am able to spend freely on any category. The way I enforce this is just by adding tags to transactions which are considered 'fun spending', and then create a watchlist over that tag.
This works fantastically, and I would love to be able to add this planned amount to the planned spending feature. I don't want to change the categories of the transactions, as it is useful for me to look back and see where I have spent that fun allowance for each category (e.g. I can see that I spend a lot of my fun money on eating out).
Is this feature supported?
One thing I want to do is plan out my spending in advance. I have a system where I give myself a 'fun allowance' for the month, with $X that I am able to spend freely on any category. The way I enforce this is just by adding tags to transactions which are considered 'fun spending', and then create a watchlist over that tag.
This works fantastically, and I would love to be able to add this planned amount to the planned spending feature. I don't want to change the categories of the transactions, as it is useful for me to look back and see where I have spent that fun allowance for each category (e.g. I can see that I spend a lot of my fun money on eating out).
Is this feature supported?
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Comments
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Hello @Chris Chris,
Thank you for taking the time to post to the Community regarding Planned Spending items based on Tags.
This is not something that's currently supported, however, it would definitely be an awesome addition to the program! I did find an existing Idea post requesting this ability that would be great to have your vote and comments on -- https://community.simplifimoney.com/discussion/1688/add-option-to-create-planned-spending-expenses-based-on-tags#latest
-Coach Natalie0
This discussion has been closed.