Help with Planned Spending

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System
System Administrator admin
edited March 2023 in Using the Spending Plan
This discussion was created from comments split from: Ability to add Planned Spending Items to our Projected Cash Flow [edited] (4 Merged Votes).
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  • JoshMannBont81
    JoshMannBont81 Member
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    I don’t understand the planed spending. Is there a way to link that and have it taken out of my available balance automatically?  For instance, when I get gas for my car, how do I subtract it?
  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
    edited February 2023 Answer ✓
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    @JoshMannBont81,

    As long as you are assigning individual transactions to a Category that is also assigned to the same Category in your “Planned Spending”, then Simplifi will automatically debit from your total, automatically.

    For example, if you create a Planned Spending card for your “Gas” category and say you expect to pay $100 a month and then spend $25 on “Gas” on your CC, the actual transaction will show up under Planned Spending and your new balance left to spend on “Gas” will be $75.

    Let me know if this doesn’t make sense and I’ll try to get some screenshots. I’m not on a device to easily do that though right now.
    Chris
    Quicken Desktop user since 2014.
    New to Simplifi in 2021.
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