Coach Natalie said:
As our Team works hard to continue growing and improving the Spending Plan, we'd like your feedback!How would you use rollover abilities in the Spending Plan?How would having rollover abilities benefit you?What other features/abilities would you like to see added to the Spending Plan?Please be as specific as possible. We look forward to your feedback!
1. I would love to see rollover available for certain specific categories, as others have said, like auto maintenance, travel, gifts. Essentially these would become "envelopes."2. I need a Spending Plan that would show me the Plan, Actual, and Over/Under (actual amounts, not just graphs), and show ALL of the Spending categories (Bills, Subscriptions, Planned Spending). This could be a .csv download or a report--I don't care--but I need to be able to print and/or download it to my records.I have used Quicken, Mint, and now Simplifi, and I really like some aspects of Simplifi, but #2 is absolutely essential. I can't use it otherwise.