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

UrsulaA

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)?

DannyB

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.

Coach Natalie

@UrsulaA, I can go all the way back to 2021 in my oldest dataset. There shouldn't be any limits on this. 🙂

-Coach Natalie

UrsulaA

Thanks @DannyB - this helps. Good points on category, accounts, and saving goals changes.

UrsulaA

https://community.simplifimoney.com/discussion/comment/29656#Comment_29656

Great news and good feature. Thanks!

UrsulaA

To enhance the spending plan and look at history, this feature request will be neat if implemented.

https://community.simplifimoney.com/discussion/1326/budgeted-vs-actual-report-for-the-spending-plan-edited-1-merged-vote