Unused monthly spending carry over to next month
I am a newer Simplifi user and have several Categories in my monthly Spending Plan I'd like to carry unused money forward if I don't use the whole amount (i.e. if my Plan has $100/month for Clothing and I spend $50 in March and then I'd have $150 for April). Similar to the old envelope system. Is there any way to do this in Simplifi that doesn't involve manual entry?
Best Answers
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That feature is called rollover, while it is planned as a future feature, i don't know if they're planning just a spending plan leftover rollover versus a category rollover. Someone else may know more, but in short, what you're asking for is not directly possible now.
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Rob Wilkens1 -
From the in progress feature request, looks like the rollover will be based on the spending plan. Comment in the feature request to make your voice known.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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Answers
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Thanks for thew quick response, Rob!
It seems like others would have the same issue with monthly spending that isn't entirely used each month. Do you know of any strategies or work arounds to do something similar to rollover?
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