New user from Mint

TommyS

I am looking for a replacement for Mint and decided to use Simplifi. However, I am disappointed that there is no easy tracking of budget vs actual for each category. I know you can setup a watch list but that is very cumbersome to use. Mint would track each category and you could also set a category to bring the balance forward to the next month. I don’t see that option in Simplifi.

UrsulaA

Have you set up the categories under planned spending? Those let you track actual versus budget.

https://help.simplifimoney.com/en/articles/4212702-using-the-quicken-simplifi-spending-plan#h_173c3741bf

The rollover feature is in the works.

https://community.simplifimoney.com/discussion/114/rollover-unused-spending-plan-money-edited-10-merged-votes