Is there plans for a rollover budget on Spending Watchlist?
@jlkweb12 Thank you for your question. To make sure I understand what you're looking for, in months where you "underspend" your target amount, would you like to move that surplus to the next month? Would you also want to deduct the amount you've "overspent" in the previous month from that month's total?
@jlkweb12 Thanks! We've had requests for a similar option for the Spending Plan. Let's see what other users think of the idea. Our development team regularly reviews these discussions to see which ideas are getting the most votes, to help them decide what improvements to make. Thanks for the suggestions!
I'd like to be able to choose whether or not to rollover funds from each watchlist
+1 lack of this feature is the only reason I don't use simplifi. I keep checking in every few months hoping this has changed
For me, rollover in the Spending Plan would be the priority over rollover in watchlists.
rollover for spending plan!! I am considering a different program due to the lack of this feature
I want to add my support for a rollover of my spending plan. I am really liking Simplifi so far, but I am also somewhat curious how it could possibly be an effective tool for tracking spending without that rollover feature?
Hi @emilywherever here is a prolonged discussion responding to questions about rollover feature in the Spending Plan.
Since this Idea post is for rollover abilities in Watchlists specifically, if you'd like to see this ability for the Spending Plan instead, you'll want to add your vote and feedback to the applicable Idea post:
-Coach Natalie
please add rollover feature by category
Just switched over from using Mint - I am enjoying Simplifi so far and really like all the features. Adding this feature would turn this into a top tier product for me and reduce a lot of mental overhead and excel spreadsheet tracking that I'd prefer to not have to do
I would also like to upvote the budget “rollover” feature as described in the comments above. Thanks!
This features seems incredibly useful and simple, so would love to see it added to Simplifi!
Hey everyone, this request is for rollover in Watchlists. If you're looking for rollover in the Spending Plan, please navigate here:
Actually, rollover in a watchlist doesn't make sense. I say this because the Watchlist isn't really an active budgeting feature as far as I can tell. It is a tracking feature and works well as such, but, again, as far as I can tell there is no actual "budgeting" action being taken in the Watchlist.
I agree the rollover on planned spending makes more sense. I agree with @DannyB.
I would like a rollover option; it's easier to think about setting aside, say, $100 per month for car insurance rather than my entire monthly budget going to hell in the month that I pay it.
I’d also like the rollover function in watchlists. I use watchlists for discretionary, irregular (not necessarily monthly) spending like clothing and vacation. I set a budget for each at the beginning of the year. Currently, with watchlist, I can budget $200 per month for clothing. Then I spend
Jan: $100
Nothing in Feb or March
April: $500
I want to see/know that I’m still within my overall annual budget and something visual showing I’ve spent $600 out of $800 possible as a run rate and another line chart showing $600 out of my total $2,400 would be a bonus. I think most folks budget on an annual basis but want to monitor progress monthly and the watchlist is the closest thing I’ve seen to accomplish that. I’m in the process of moving from a butterfly-named product and this function would help solidify that move for my wife and me.
