Just wondering if any one else uses Simplifi or just me?
I've been trying to use Simplifi for about 2 months now, and it actually has no feature by which you can see your spending compared to your budget so I thought I'd make sure I'm not the only one who paid for this. Why does the Spending Plan not recognize transactions that should be included as expenses in categories? Why can't reports show the amounts in your budgets when it shows the spending? It's totally ridiculous for a personal finance program, especially for a retiree. One coach told me the Spending Plan function has been broken for a while and there is no estimated time when there will be a fix. Really? My conclusion so far is that if the programmers did such a lousy job setting this system up, how well did they do on security? Any one else worried?
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@Art-ric I'm not sure which coach told you this or how long ago, but I'm not aware of any serious concerns around the Spending Plan at this moment.
The Spending Plan page will show how you did month-by-month with spending vs spending plan. An annual report of this would be a nice feature. I think this idea post is similar to what you are asking for, and is eager for you vote :) It never seemed to get a lot of traction here in the community.
[corrected user tag for privacy]
Anthony Bopp
Simplifi User Since July 2022Money talks. But all my paycheck ever says is goodbye0 -
@Art-ric, thanks for posting!
To clarify, have the transactions that are missing from Planned Spending been linked to a Recurring Reminder? If so, you'd see them in the Bills & Income section of the Spending Plan instead of Planned Spending.
This article on using the Quicken Simplifi Spending Plan may help as well:
Please let us know so we can best assist!
-Coach Natalie
-Coach Natalie
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Thank you. My Spending Plan does not seem to recognize transactions in several categories, so it's completely undependable. The only use I really have for Simplify is that I can click on my accounts and make sure there are no fraudulent transactions. Of course, it takes several days for transactions to appear in some cases. I will check out your post on a periodic summary; that would be encouraging. In the meantime, I'm looking elsewhere for a personal finance program. It's really too bad Mint is going away.
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My Spending Plan is not recognizing transactions in the relevant categories either, as outlined in this post:
I opened a support ticket which was escalated about a week ago but have not heard back with anything further yet.
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