Exploring Future Budget Scenarios

rdw

I might be missing something, but it seems that Simplifi is good for exploring what has been, but is a very clunky tool for consider future budget conditions, unless you are 100% sure what your spending will be.

I would like to be able to explore multiple future budget scenarios WITHOUT having to redo my spending plan for every scenario. For example, I am trying to make daycare decisions for my family and I have a number of income/expense scenarios that we could chose from. I would like to be able to run numbers on multiple scenarios and update my spending plan AFTER I have decided our plan. It would be very cumbersome to have to edit the spending plan for multiple difference scenarios.

I asked if I could download the future spending plan so I could manipulate it in excel, but I was told this is not possible. Is there something I'm missing? Tips would be appreciated.

Coach Jon

Hello @rdw,

Thanks for reaching out! Here is a couple of great idea posts that you can vote for and follow that align with what you want in Quicken Simplifi!

https://community.simplifimoney.com/discussion/534/add-a-spending-plan-report-for-trends-and-what-if-scenarios-edited-3-merged-votes

https://community.simplifimoney.com/discussion/85/ability-to-have-multiple-spending-plans-edited-2-merged-votes

I hope these help!

Thanks,

Coach Jon