Is there a way to report the spending plan for the balance of the year?

topcat69

New user as of today. I like everything except that without being able to report my budget (spending plan, primarily) for the year, doing budget planning is extremely difficult. Simplifi seems great for tracking actual expenses and income (I was able to quickly link to all my various accounts, almost a dozen), but if I can't report anticipated income and my spending plan monthly going forward, that is a big problem. Perhaps, being a newbie, I am missing the obvious.

UrsulaA

The spending plan goes forward up to 12 months by clicking on the arrows next to the month you are viewing. Check out the projecting into the future section https://help.simplifimoney.com/en/articles/4212702-using-the-quicken-simplifi-spending-plan#h_f82ac70865

If you want an annual display for the spending plan, please vote on the request below.

https://community.simplifimoney.com/discussion/1067/annual-planned-spending-or-other-options-besides-monthly-edited-2-merged-votes

If you want a report running a last 12 month range pre-filled, please check out the idea below.

https://community.simplifimoney.com/discussion/2334/add-last-12-months-to-reports

Coach Natalie

@topcat69, thanks for posting!

It sounds to me like you may be looking for something along the lines of this request:

https://community.simplifimoney.com/discussion/1813/enter-spending-plan-budget-in-table-view

I know this was something that was planned at one point back, but I'm not sure where they're at with it now. At any rate, if this is what you're looking for, please be sure to add your feedback and then follow the post for future updates.

-Coach Natalie

topcat69

I don't need to enter the data that way, I just want to be able to see it (report it) that way. Being able to enter it that way would be nice, but not necessary for me.