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Add option to create Planned Spending Expenses based on Tags (2 Merged Votes)

lost_references

Please add the ability to create expenses based on a chosen tag, not just by category. Here's an example of why this is a good idea:

I am currently planning a wedding, which involves both saving and spending. My fiance and I decided that we would allot $300/month to spend on wedding stuff. I want to be able to create an expense in my planned spending for this so that I can see it in my spending plan, but I don't want to have to create a special category for "wedding" since I'd still like to know how much of my money is being spent in each category.

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Comments

PatrickTheBrewer

Currently you can only use Categories in the Planned Spending feature. I would like to be able to setup a planned expense with a Tag. I understand you can use the watchlist to keep track of this but I prefer the planned spending feature for certain items that Im trying to budget for.

IndieHappy

I agree with this feature request! The Spending Plan section would be so much useful for me if I could add items based on a Tag. In my case I would like to track how much I spend on dating, on a specific vacation or on a child for example. Setting a category for any of those items would not make sense, it needs to be done based on a tag.

4alizer

If I know I am marking a large, one-time purchase during a month, it would be great to link a transaction to that one-time expense using tags. Currently, I'd use the 'Shopping' category in my spending plan, but then all other shopping purchases would count towards that expense. Instead, I'd like to see additional categorization using tags for these expenses.

For example, if I'm planning on buying a $1000 TV this month, I'd like to further classify this expense/purchase using the tag 'New TV'. Of course, I could do this currently with Categories, but then my Category list would be filled with one-time-use items.

mblank78

I realize this thread is a little old but could not find another one regarding this topic. The tag feature for planned spending would be super useful. Say you go on vacation; eat out, do some shopping, rent car, buy gas, etc.. It would be nice to be able to plan for a "vacay 2022" tag. Then you can plan based on the tag instead of adding every category to the planned spending. I don't want to create a category for "vacay 2022" because then I can't figure out what I spent on each category while on vacation.

evbot

+2 from us on this! We are just getting into the spending plan part of this app, and the tags would make this usable for us.

dereckmezquita

I 100% percent agree. I’m surprised this feature is not already implemented. I love the app but I am surprised I can’t track spending based on a tag.

I don’t want to have to make a category for allowances or events; doing so reduces the resolution at which I track my spending.

I want to be able to track family spending in the spending plan; set for example 500 dollars a month for an allowance, and then have transactions be added based on a tag.

This would allow me to have an allowance for my child for example and still track the categories they spent on.

@lost_references mentioned a wedding example, this is a great example.

This is the only feature missing for me to 100% replace EveryDollar, I find the 0 based budget essential - I want to assign and track every penny I spend.

Please devs add this!! As a developer myself I don’t think it can be that hard?

Also I want to compliment the app it’s beautiful! I believe it’s built with React Native right?

Mark23

YES PLEASE! Need this, for some things I want the granularity but I also want to make a few with a bunch lumped in

Max1223

Please add the ability to select multiple categories in Spending Plan within the Planned Spending group

UrsulaA

This will be nice to have in the spending plan to track vacation expenses with a vacation tag that fall into multiple categories.

ajbopp

It's not something I am likely to use (I only use two different tags), but it's this would be valuable to others so I upvoted it.

ajbopp

I'd like the ability to create a tag for Planned Spending items.

My use case is that I have Planned Spending items for things like Entertainment and Alcohol. I know that these are (almost) always going to get a specific tag ("Discretionary" in these cases).

If this were done, then it would also be possible to include Planned Spending items in the "Projected" field in Watchlists (this is assuming that field gets updated to actually include what is scheduled - and in this case, planned - to be spent in the Spending Plan).

RobWilk

I might vote for this, but in terms of reserving money in planned spending, if there were an entertainment category reserved and a discretionary tag reserved, which one (in your mind) would be assigned the expense first? i.e. You wouldn't want an expense to count twice.

Oops, I just saw I had already voted for the original idea on this (thanks @UrsulaA for posting the link to the soon to be merged topic)

UrsulaA

Good news! This idea post already exists with 21 votes. Vote for it below.

[removed link to merged thread]

ajbopp

LOL, I voted for this just last month. Are the coaches sure they want me as a super user?

ghud

Please make this happen! The tags allow another layer of control and analysis that just using categories lacks. Thank you!

quorvix

The planned spending works great for items based on category, however, there are some budget items I wish I could track based on tag. For example, my wife and I have separate monthly budgets. I'd like that spending to be accounted for in "Planned Spending" with rollover. Currently I have a special category for each of us to use for our spending; however, I'd prefer not to lose the actual category of the transaction for analytics reasons. Additionally, the automatic rules make this pretty cumbersome.

Watchlists almost work for this workflow, but they don't show up in planned spending or have a rollover balance feature.

putty808s

either by tag or allow for multiple categories without splitting

quorvix

Please make this happen!

whoisbwood

This will be useful.

Ggrb

3.5 years later this obviously valuable feature isn’t implemented yet. Why? [removed user tag]

vollmas

Spending Plan is worthless to me as a tracking tool until this feature request is implemented. Until then, I will continue to use watchlists for my monthly spending tracking. This would be an amazing add, and I'm surprised it hasn't been added already, given this thread is over three years old…

everydave

We’ve just had a need for this come up. It lets us plan for a group of categories while still knowing the breakdown of each category.

It’s frustrating that such a feature, which should be very easy to implement, has still not been acknowledged. Please get this on the roadmap.

DryHeat

I'm not sure I understand how this would work.

About a year ago @RobWilk raised a question. What would happen if, for example:

you created a "Planned spending" expense based on category Shopping,
you created another "Planned spending" expense based on tag Wedding,
you categorized a purchase as Shopping and tagged it as Wedding?

Could someone who is in favor of this idea flesh out the suggestion a little more?

vershova22

please implement this request. The planning would be perfect (even though goals are not connected but incoming transfers from savings do the trick to see available to spend accurately)

Ability to choose whether to use category or tag is crucial. The vacation is one of those spending groups. My current pain:

I have 3 destinations coming up, one after another. They all share the same travel categories: hotels, car rentals, airline tickets.
I am prebooking everything in advance at once. But I can’t see how much budget I have left for each of these destinations. I have to manually pre estimate everything, combine it into one bucket of travel and keep adjusting spending planned expense if I end up booking more things for one of the destinations. With tags I could define:

Travel + tag 1 = $1000

Travel + tag 2 = $5000

Travel + tag 3 = $6000

DryHeat

@vershova22

I agree that it would be great to be able to use Tags to create planned spending items.

How would you suggest Simplifi handle the double-counting problem I mentioned in the post right before yours? For example, would having Tags control over Categories work for you?

(Meaning that if an expense is pulled into a Planned Spending item based on a Tag, it is then ignored by other Planned Spending items even if it matches their Category.)

BTW, there may also be a problem if an expense has multiple Tags that are in different Planned Spending items, but I don't have an idea for dealing with that.

jagrock

I would handle that but requiring both a category and a tag selection.

Under Category, add an option for "All/Any Category" for when you only care about the tag.

Unger Tags, have options for "Any Tag", "Not Tag" and a way to exclude tags.