Planned Spending Summary is missing (edited)
Last week there was a new feature of a banner at the top of the Planned Spending page that showed the total of funds spent so far and the total of funds left in the plan. I'm told that there was a recent update that has affected all users and that unfortunately, the feature was removed. Will this VERY helpful feature be restored with the next update and is there a planned time frame?
Comments
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Hello @Mamistewart,
Thanks for reaching out to the Community. The new "Summary" in Planned Spending has been removed due to the upcoming rollover feature. The numbers weren't exactly represented properly with rollover, so we are working on how to make the features mesh. We're not sure at this time if the Summary will ever be returned to Planned Spending. We hope you understand.
Thank You,
Coach Jon
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I'd like to second how useful that banner feature was. Was literally just looking for it and refreshing different browsers wondering where it went.
I really hope it comes back - i've already adapted my process to the lack of rollovers in Simplifi, so sucks if this is the reason its gone. A simple metric for how much funds are globally available is really useful towards the end of the month when you may want to tweak allocations.
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@RoRo, thanks for the feedback!
I'd suggest adding your vote and feedback to our existing Idea post here, which has been reopened for voting now that the Planned Spending Summary was removed:
-Coach Natalie
-Coach Natalie
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@DannyB, they're looking for the Planned Spending Summary that was removed due to the upcoming Rollover feature. This is what it looked like before it was removed:
-Coach Natalie
-Coach Natalie
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Ah, of course… the "globally" is what threw me… I interpreted that as to mean the whole spending plan and not just the Planned Spending piece. 😎
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1 -
Will this summary come back in another form? It was pretty handy.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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@DannyB i was indeed confusing things with my use of 'globally'. But my intention was summarized perfectly by the screenshot from Coach Natalie.
It's so useful to quickly know the aggregated amount left to spend within my spending plan, as some things i may have gone over, some i'm under. At the end of the month its good to know easily how bad or good things are within the spending plan itself without having to pull out a calculator.
@Coach Natalie thanks for pointing me to the Idea thread to upvote on!
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