#TipTuesday: Future Spending Plans

Coach Natalie
Coach Natalie Administrator, Moderator admin
edited September 20 in Using the Spending Plan
Did you know that you can now budget a full year in advance with Future Spending Plans?! This ability makes it easy to plan for big one-time bills, as well as budget for other one-time expenses such as birthdays, holidays, and back-to-school shopping.

It also allows you to see what Savings Goals you can work on each month by knowing what funds you have available, as well as start planning for next month before it happens. Future Spending Plans takes the guesswork out of budgeting for the entire year! 

We've received a lot of great feedback regarding Future Spending Plans, and now that this ability has been available for a few months, we'd love to hear from you on how it's enhanced your budgeting abilities in Simplifi!

Please be sure to also check out our brand new YouTube video on using the Spending Plan by clicking here!


  • DannyB
    DannyB Superuser ✭✭✭✭
    edited 12:41AM
    Much requested, long awaited.  

    We anticipate a major change in 2023 and having this new ability to plan through the next 12 months has made it possible to plug in the numbers beginning in February and then to see how those numbers work out in the months following and it looks good.

    Naturally, once a new feature is added the new feature will start to suggest other possibilities and make one wish for even more improvements and integrations and tweaks... but this is a nice step in Simplifi's continued evolution.

    Simplifi user since 01/22
     Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer

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