Almost three years later and still no progress on this… I'm late to the game, just considering switching over from Mint, which is dying soon. What's the point of having a Spending Plan (budget) view if you can't compare it to your actual spending? Only limiting it to show what you plan on spending lets you live in a dream world, but for those of us who actually want to know how we're doing in sticking to our plan, and make adjustments when we're consistently over or under in certain categories, this is a complete show stopper.
The ability to report on how one is performing against the Spending Plan for a specified period of time is really important. Currently, all we can see is if we did ok with the income/expenses spending plan in a one-month period of time. We have no ability to run a report that shows how we performed against our plan for the last 6 months or 12 months as an example. This would be a REALLY helpful feature.
A Spending Plan report tab in the Reports section with the following views:
It is better to start with more than one vote as it increases the chance of consideration. Here is the existing idea that matches yours, vote for it.
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Definitely a needed feature, I am currently using the reports feature to look at actual spending and then trying to remember what I used to have as an annual budget number from Mint.
I honestly can't think of a feature that would be more important to me than a Budget vs Actual report. The Spending Plan does nothing for me, I already know I have enough money to cover the items, I just want to know if I'm over budget or under budget and if so, by how much.
I am doing this in a spreadsheet now and it's a huge pain, I have to export out all of Simplifi's transactions, build a pivot table by Category & Subgategory, etc. I am surprised this is not built into Simplifi.
I understand that Simplify does not calculate year to date planned expenses/budget vs actual expenses, by category, only monthly. I previously used this feature in Quicken and Mint, and most people look at a yearly budget. Can you add this?
Thanks.
i concur - a budget to actual report would be extremely helpful. I assumed this type of report would be included when i signed up.
How does Quicken keep track of these types of requests - do they survey their customers?
I do not understand why the app has a spending plan but no report of the plan vs. actual. This is much needed
This is very important in order to track your progress over time and learn your spending habits.
I wholeheartedly agree. For those of us not fully immersed in Simplifi's approach to budgeting (the spending plan), it would be helpful to add a simple budget vs actual report to the Reports tab. Nothing wildly complex or visual. Just a list of top-level categories with the actual amount, the budgeted amount, and the difference. If you want to go really wild, add in percent over/under and a few graphs. Just like other reports, let us adjust the date range.
Really simple. Incredibly useful for more traditional budgeters. Basically, this is a nod to the many, many former Mint customers who are now in your user base.
I am new to Simplifi. . . just installed it and finding out how it works. I have to say I am incredibly disappointed the above mentioned budget report is not included. I was a loyal Quicken user for many, many years, going back to the '80s. I am now retired and have no use for most of the features Quicken has, but I do want to keep track of my budget, and not having this feature makes it much more difficult. I was intending, at this point, to start using Mint, but as it is no longer available, Simplifi looked like it might offer a solution; however with the missing budget vs actual report, I may have to keep looking for a viable solution. I find it unbelievable that this has been going on for over 3 years, on this thread alone, with many customers looking for the same thing, and the problem still has not been addressed.
Simplifi needs to simplify. I am wildly in favor of any simplified budgeting/spending tool.
I created a watchlist as a work around to view spending totals, but this is a hack and not a very good one since watchlists are not historic. Please allow history on watchlists AND create a view on the Spending Plan panel to show Planned Spending Total aka Current Spending Total. Should be pretty simple given these numbers are available when mousing over the (i)
even a different view on watchlist that shows the current report across all items
right now, you can click on your 'groceries' watchlist item. and it shows month by month spending on Groceries and a line for the budgeted amount, showing if you are above or below target
if you could click through to see 'all watchlist items' that rolled them up that would be helpful
Create reporting capability to allow one report to show planning vs. actual spending for a period of time up to 1 year. This would be very helpful for annual budgeting. The month by month is limiting from an analysis perspective.
It would REALLY be helpful if we had a report that would show total Planned (Bills plus Planned expenses) versus Actual for a given time period. I especially need this by month by Category.
