Are past spending plans available since the start of Simplifi's subscription?

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UrsulaA
UrsulaA Superuser ✭✭✭✭

Per Quicken Simplifi support

Note: The Spending Plan starts the same month as your Quicken Simplifi Subscription and is not retroactive.

For those who have used Simplifi for a year or more, does the app provide the ability to look at your past spending plans since the date you started your subscription? Or do spending plans go back only a set period if you have been a subscriber for 2 or more years (example past 12 months)?

Simplifi User Since Nov 2023

Minter 2014-2023

Questionable Excel before 2014 to present

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  • DannyB
    DannyB Superuser ✭✭✭✭✭
    Answer ✓
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    I started using Quicken Simplifi January 2022. All months since then are available for review. One thing to note, changes you make to accounts, categories, saving goals will impact past spending plans.

    Danny
    Simplifi user since 01/22
    ”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer

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