Future Spending Plans (4 Merged Votes)

jtjones0304
jtjones0304 Member ✭✭✭
edited May 6 in Feature Requests

I really love all the changes made recently to the spending plan. Probably one of my favorite features in simplifi. Would be great to be able to see future month spending plans. Right now you can't see the next month until the first.

18
18 votes

In Progress · Last Updated

This ability is upcoming!

Comments

  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    @jtjones0304 Thanks for another excellent suggestion! This would also work for me, as long as Spending Plans for two or three or more months out have a different "look and feel," or prominent message reminding me that what I'm looking at is just "projected" or "subject to change," (like the graphs when you select an account on the Transactions page) and won't include any "Spent So Far" items until that month actually begins.

  • syrilmathai
    syrilmathai Member ✭✭

    I think just having a bar at the top indicating the month like Mint is an easy feature to copy

  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    @syrilmathai Welcome to Simplifi, and thanks for the suggestion! If you haven't already done so, be sure to add your vote to the tally under the first post ion this discussion to record your support for this request.

  • gwaid1
    gwaid1 Member

    While I am not salaried, it is pretty easy to estimate my upcoming monthly income, and I usually take a few minutes to do so at the end of every month. It would be wonderful if there was the ability to start planning your budget for the next month with projected income, instead of having to wait for the app to register that you have a paycheck coming.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello @gwaid1,

    We appreciate your feedback; thanks for posting your feature request here! :smile:

    -Coach Natalie

  • Chriss
    Chriss Member

    @gwaid1 said:
    While I am not salaried, it is pretty easy to estimate my upcoming monthly income, and I usually take a few minutes to do so at the end of every month. It would be wonderful if there was the ability to start planning your budget for the next month with projected income, instead of having to wait for the app to register that you have a paycheck coming.

    I totally agree, this is a must-add—would be so helpful!

  • mljshield3
    mljshield3 Member ✭✭✭

    I believe you can do this already. Just go into Settings - Reoccurring. Hit the add button. Find a previous income transaction, add it, and then make sure you select category INCOME. You can select your start date and which checking account it gets deposited into. Let's say you need to adjust the amount in the future? Go into the projected line graph that's part of said checking account. You can click on the datapoint to adjust. Figured this last part out today, and it only adjusts that single entry and leaves the rest how you initially set them up in part one.

    I did test this - I found a small dividend income payment, added it as recurring. It now shows up as income both on the line graph for that checking account as well as in the spending plan.

  • This software is incredible. I have tried so many budgeting apps and they've all fallen short but this one has been amazing so far. The ONLY thing I feel like it is missing is the ability to budget for upcoming months! I would like to be able to enter in my predicted income and expenses for the future month. And this is a big one for me as I am always planning ahead with my money and goals. I would LOVEEE to see this added feature sometime in the very near future.

  • dl30
    dl30 Member
    This is a feature I would also like. I was very surprised to find that it wasn't a feature of this program and it almost kept me from continuing to use it.
  • achester99
    achester99 Member ✭✭
    please add feature that allows to budget for future spending plans. At least the upcoming month so that when we get close to end of month we can start planning the upcoming month.
  • Lealotus
    Lealotus Member
    Oh yea - definitely need this!!! We have many irregular income and expense months and I like to forecast them in the right month and visualize at least the next quarter. Thanks!
  • Micah
    Micah Member
    Absolutely need this feature.
  • Anne
    Anne Member
    This is HUGE as a feature need. I need to be able to see planned spending in my future cash flow, not just planned transactions.


  • sbhill
    sbhill Member
    I'm new to Simplifi and was curious why my cash flow was getting high and then I realized my planned spending wasn't in the cash flow to start.  I know I'm planning to spend money so it needs to show on my cash flow.  Or maybe I'm missing something.
  • pico
    pico Member
    looking forward to this new feature!
  • MitcheeP
    MitcheeP Member
    Great -- looking forward to it.  Need this in order to fully leave my Excel-based budgeting.

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