Assign Planned Spend to multiple Subcategories (edited)

DonnaP · September 2

I am very new to Quicken Simplify. Is it possible to assign a budget or planned spending amount to more than one subcategory? For example under Gas/Fuel I have 2 separate subcategories.

One is Car and One is Van. I was able to assign a dollar amount to only one. Any help would be appreciated.

Coach Jon · September 2

Hello @DonnaP,

Thanks for reaching out, and welcome to Quicken Simplifi. At this time, you cannot create a Planned Spend series that covers more than one category; however, you can create multiple Planned Spend series to cover the categories you wish to track spending for. Here is a great article on how Planned Spend and the Spending Plan as a whole work in Quicken Simplifi: https://support.simplifi.quicken.com/en/articles/4212702-understanding-your-spending-plan#h_7f9ba9ca45

-Coach Jon

Assign Planned Spend to multiple Subcategories (edited)

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