Daily spending report
Hi,
I've found that there is a gap in reporting that I feel could be a very good value add to the Simplify application.
During my reviews, I've noticed that there is a "Available to spend daily" field in the Spending Plan, which gives me a limit I can spend daily to stay on track. I can then go to my transactions and add up each day's transaction to see if I'm on track with this daily spending limit.
This is quite difficult as adding up all the transactions for each day can be complicated and require a lot of bookkeeping, and avoiding that work is the whole reason I pay for Simplifi.
So I would request a report that would give us a day-to-day spending (ideally, excluding planned spending) so we can see if we're staying on track.
The way I would envision this is as a calendar or table with a value showing the amount spent on any given day in extraneous spending (or total spending even)
Comments
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@TtTtTt, thanks for posting your suggestion to the Community!
I went ahead and moved this out of Feature Requests for now so we can gain some clarity on your request and call out some existing features in the program. First, the 'Available' amount in the Spending Plan is derived from the totals for each section, and then it's divided by the number of days remaining in the month to give you the 'per day' amount. Since the Spending Plan totals include everything that's spent to date for the month, plus any anticipated spending such as upcoming Recurring Transactions and Planned Spending, what specific transactions are you manually adding up to stay on track?
One thought that comes to mind is perhaps you're looking for a Report for Recurring Transactions:
We also have an existing request for a Budgeted Vs. Actual Report for the Spending Plan that' pretty popular:
Also, have you checked out the Projected Cash Flow feature in Quicken Simplifi? This particular feature doesn't use Planned Spending or anything along those lines, so you can just check your upcoming transactions (which includes upcoming recurring reminders, future-dated transactions, and expected refunds tracked via the Refund Tracker), and you can see your projected balance after each item.
Let us know if any of these existing requests or features work for you!
-Coach Natalie
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