Spending Plan Redesign: Share your feedback here!

I do not like the new Planned Spend set up. For one the bills are all lumped together. I preferred to have the Bills, Subscriptions and transfers/Credit Cards all separated out and I do not want to have to filter by each category when I want to look at that category. I want to see an overview of Bills, Subscriptions and Credit Cared/Transfers at a glance and not in one long list.

Secondly, the columns in the Planned Spend are cluttered and the width is not appropriate. The date field specifically is very wide which shortens the column width for the Payee and category which are cut off. Additionally, if you modify the columns it resets to default when moving between different planned spend categories. Modifying the columns to revert back completely defeats the purpose of modifying the columns. Some people may want the other columns but we should be able to choose which columns appear and that setting should stay when navigating between categories. Please fix the default width of the date column so it is more appropriate and allow column modifications to actually save.

Thirdly, The Income and Bills have excluded transactions as a separate field below the main section. Please put it back in the main section and not separate. I want to see all the transactions in that Category and not have to click extra buttons to see it or scroll through a wasteland of extra landscape of screen to view the excluded transactions.

Personally I do not care for the Spending Plan updates. Too "unicorn and rainbows" and less financial business. Please revert it back to the previous version or at least give the option for those who really find the new updates inconvenient and not conducive to monitoring and planning financial budgeting.

Personally, I also don't really have a meaningful distinction between bills and subscriptions, but I was using both buckets. I have very few actual 'subscriptions' and most of them are annual, so I just put all of them in Bills, and then used the Subscriptions bucket for my donations (since I have quite a few monthly small-amount regular donations that I like to keep track of, and there isn't a separate Donations category).

@Coach Natalie

Just got home and confirmed on the web app that this does appear to be a Mobile app exclusive issue. And yes, the overall spending plan amounts appear correct. Here's a snip of same Planned Spending view but on Web app version and no overspent note. So definitely a Mobile app problem. I have refreshed, closed/restarted app and restarted phone also and the overspent error persists on my Mobile app. That narrows down the focus areas at least

It's unfortunate in the new 'Spending Plan', with the bills, subscriptions and transfers lumped into one disorganized list, that it no longer reflects the structure of the same in 'Bills & Income'. I liked the consistency across the app and this is now lost. Please don't change the 'Bills & Income' in the same way.

Here are some of my initial thoughts:

• There is wasted real estate in the lefthand menu. There is a lot of white space between the category/grouping and the amount that would be much better used for the transaction details. Having the option to collapse/minimize the side bar might also be helpful, especially if wanting to maximize view of the transaction columns on a small screen.
• I like Income and Goals having their own groupings.
• Transfers should be separated from the Bills/Subscriptions as it's very confusing/visually overwhelming to me to have those intermingled.
• Undecided on whether I would prefer Bills & Subscriptions to be separated by default or if the ability to filter is sufficient for me.
• I like the separate sections for the Excluded items.
• I wish that Bills (i.e. all Series types) had the option to display more columns, including the ability to sort and with "sticky" selections. This is the only place that doesn't have at least some ability to customize the column views. One use case for ability to sort: sorting by category instead of date would make it easier for me to identify transactions that were inadvertently included/excluded. I use tags and notes a lot, including on recurring transactions, and would love to see that information at quick glance.
• While I think I overall like the spending plan update, I agree with many others that this redesign was by far not the top priority for me and would rather have seen development on goal registers, enhanced split transaction functionality, including planned spending in cash flow projections, rule improvements, full transaction details for upcoming reminders, or creating transactions from reminders (just to name a few). And yes, I have voted for all of these ideas and commented on many of them as well!

I would still like the option to easily add the reminder as a transaction. When I click on the reminder, options show, and in the options i can click "ADD as A Transaction" and it is added as a transaction. And maybe each reminder colour may change or in the upcoming text will change to paid and green.

I'm not a fan of the change to the bills area. I liked being able to see my bills and subscriptions separately. I have too many transfers for the 'all' filter to be helpful because they're all jumbled together. I'm disappointed in the change. I hope you'll at least update it to allow viewing both bills and subscriptions, not just one at a time. I really liked how it was before.

Still adjusting to this new layout. Like any change it will take a bit of time to adjust to the new design and functions.

Initial reactions:

• I like the new summary view in the left column.
• The way "Bills" when selected displays the data for my fixed expenses is where the most transitional work will be done on my part. My initial response to this section is that I miss the separation of Bills (fixed non-discretionary), Subscriptions (fixed discretionary) and Transfers all with the dropdown feature. The main thing here is the "neatness" of the landing page. Selecting "Bills" and then seeing a long list of all my recurring expenses is too much like seeing my bank account registers. Seeing the summary with the option to have the details in a dropdown list was more pleasing to me.

Seems like everyone uses the term Bills and Subscriptions differently which is they way things work in general. Might be nice to allow for an individual to rename the titles to make sense for them? Then folks could manage their categories as they see fit.

Example:

Bills = Non Discretionary. Subs = Discretionary

Bills = Bills. Subs = Automatic payments

Bills = Non recurring Bills. Subs = Recurring Bills

Bills = Essential Bills. Subs = Non Essential Bills

etc etc.

That said, I'd still like to see them all in one line BUT broken out by the Bills and Subs to eliminate clicking into sub menus.

I have exported data from Quicken/Simplifi for 15 years just so i could get the view you finally created with Spending Plans in Simplifi. THANK YOU THANK YOU.

Key item: What is the actual cash I have left and how did i get there

Income

Minus Bills

Minus Planned Spending

Minus Other spending

Minus what i shoved into 401K, or Health savings account, or rainy day fund, or investment accounts (yea all of the cash that i did not SPEND but I CAN NOT ACCESS)

leaves you with what cash I really have left to spend.

On the home page, in the Spending Plan widget at the very top, it shows the total amount available to spend, but no longer shows the available amount to spend per day. It would be nice if that could be shown again.

As a side bar, I've actually never referred to the Per Day number. I typically take the total "left this month" to track how the Spending Plan is doing at large, then plan out how to use money or address overages. e.g Can I make a larger purchase, should I save some money, or where in the Planned spend do I cut back.

Here's another reason why the per day number doesn't make sense to me. Today Aug 1, I have $4 extra to spend per day. But I know that I have money to spend per day built into the Planned Spend. So the total left this month is what I use to asses how the overall Plan is doing.

I'd love to hear how folks use the Per Day number as I must be missing something. btw, this isn't a request to remove the Per Day, I just want to understand how people use it.