Spending Plan Totals

Ameliorate

A spending plan summary would be excellent. When you look at the spending plan, you see the individual categories you have created and the budget you have set. You do

So, as an example
Tolls = Budget $100 | Spent $120
Coffee =Budget $100 | Spent $120

What would be helpful would be a Totals Summary that you could turn on if you would like.

Totals: Budget @$200 | Spent $240 | Delta $-40.

You need a point of reference to help you understand your performance. Reports only give you totals, and there is no comparison between what you set in your budget and what you spent.

Coach Natalie

@Ameliorate, thanks for sharing your feedback with the Community!

It sounds like we have an existing Idea post that aligns with what you're looking for:

https://community.simplifimoney.com/discussion/2087/spending-plan-show-totals-for-paid-spent-vs-upcoming-left-with-a-progress-bar-edited

We also have a request for a Planned Spending Summary here:

https://community.simplifimoney.com/discussion/1327/ability-to-see-a-total-for-all-planned-spending-items-original-current-edited

If so, please be sure to add your vote and feedback, and then follow them for updates!

-Coach Natalie

gravesjd

https://community.simplifimoney.com/discussion/9600/spending-plan-totals

YES please. I swear I saw this feature included at one point, but it's not there anymore (or I could be losing my mind). Please make this happen, Simplifi!