Spending Plan Redesign: Share your feedback here!
Comments
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I agree with Jerryvetter. There needs to be a something to track overall planned spending. To know if you are on track.
The issue is currently the circle graph doesn’t do anything for me. It says how much money I have left but it has nothing to do with my “planned spending money”. I have been using Simplifi since January and I have to manually add overall planned spending
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I see that in Web App 4.73.0 (or at least I've now discovered it!), that you can sort bills by date or by type (See the three dots to the right).
If you choose type, it totals the Bills and subtotals by Regular Bills, Subscriptions and Transfers.
If you choose date, it puts all types in chronological order.
The excluded Bills/Transfers are still at the bottom.
So this is very nice.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)1 -
The Bills section received an update! In the three-dot menu at the upper right, you will see an option to view by 'Bill type' or by 'Date'. Viewing by 'Bill type' will now have individual sections for Bills, Subscriptions, and Transfers & Credit Card Payments.
We hope everyone enjoys this enhancement!
-Coach Natalie
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This is great, thanks!
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Love the Bills update! Thank y'all so much for listening to community feedback! This was a great way to implement to address everyone's preferences.
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Excellent! Thank you for this update.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
There was a brief period in early 2024 when the team had added exactly this feature to Planned Spending. However there happened to be a great clamoring form an influx of new users demanding rollover for planned spending at that time. The team ended up adding the rollover feature but for some reason this affected the Spending plan total summary that had been added and as a result the feature you are requesting was added but then removed. Let's hope that soon this feature will be rereleased.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1 -
We appreciate all of the feedback left here!
-Coach Natalie
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