Add Options for Different Budgeting Methods/Types

derick03
derick03 Member ✭
edited November 2021 in Feature Requests
While I can see the merit in the spending plan budget method for some people, others are used to other types of budgeting. I think this boils down to what makes sense to people based on how they thinking about money, income/expense, etc.

I personally would absolutely love to switch from Mint to Simplifi. There are a lot of things that work better, such as pending items retaining their notes, categories, and tags. Rules are easier to create and manage. However, I cannot monitor my spending in a way that works for me, with easy line items, etc. This prevents me from using Simplifi long term and I may have to cancel my plan. Since I paid for a year, I've been checking in every couple of months, hoping to see a change in budgeting, but so far there hasn't been one. Here's hoping this feedback has been common enough that the product owner(s) consider adding it. 
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  • Flopbot
    Flopbot Superuser, Beta Tester ✭✭✭✭✭
    @derick03

    Agree with your sentiments.  Simplifi would be much improved if they could proactively build in mechanisms for handling different types of budgeting. You got my vote!

    I did find this very interesting Simplifi blog post…

    https://www.simplifimoney.com/blog/simplifi-with-any-budget/

    I’m new to Simplifi and still working through this in my mind too.

    Chris
    Spreadsheet user since forever.
    Quicken Desktop user since 2014.
    Quicken Simplifi user since 2021.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello All, 

    This Idea seems to have fallen stagnant, and due to the age of the request and lack of user votes/comments, will be archived within the next 10 business days.

    If you would like to see this Idea kept alive and considered for possible future implementation in Quicken Simplifi, please be sure to 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

  • derick03
    derick03 Member ✭
    edited June 19

    @Coach Natalie - I understand closing it (fellow product person here). However, I can say that without this idea, I cannot come back to Simplifi. I really like the interface and features overall, but the budgeting functionality is the most important part of financial software, IMO. If I can’t budget in the most common way (defining amounts and tracking income vs. expenses), this software won’t work for me. Hopefully this gets added someday, regardless of what happens with this specific idea.

    EDIT: Regular Quicken doesn’t work for me either, since it’s not truly cloud software.

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