Spending Plan

brennanmorrow Unconfirmed, Member
edited September 2020 in Feedback

How do you ad items to the spending plan, Like Groceries, or what not.
I have been messing with the simplify for the last 10 minutes and still can't figure out how to do this simple task.

Best Answer


  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    @brennanmorrow In that last post, @johnsexton is exactly right! Simplifi is pretty smart, and will learn over time how you want new transactions from the same source to be listed and categorized. There's a separate tool, Spending Watchlists, that let you create monthly "mini-budgets" for specific categories, tags, or payees, and track whether you're over, or under, your "spending target" for each month

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