Feature Request - Count cash in available spending (edited)
Hello, I was wondering if there could be an update to include your current in account balance. Like an in your pocket. I ask this because for the month of October it says my available after all bills and planned spending is $184, but in reality I have $650 in my account.
I know pocket guard has something like that like in my pocket or in my wallet something like that.
or to just roll over any "extra" cash Thanks a bunch.
Comments
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I think the easiest thing to do would be to create a manual Cash account in Simplifi. You could name it Wallet or Pocket or whatever you wish. I have one, and that is what I do. Then the Spending Plan knows about it.
You can also do ATM transfers to it and enter any spending you like from it. It works well for me.
PS It turns in handy too when I have to do a split in an investment account. I can transfer the money to my cash and then enter a transaction split there. Has lots of uses. Of course, I could also open another manual account for that purpose.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0 -
You can find your current account balance in places other than the spending plan. Specifically, on the web, by selecting the Transactions tab and seeing your account there. On mobile, rather than transactions, you press the menu and select "Accounts". Be advised, the spending plan almost never will reflect the balance on any account, it's more of an over/under thing like net income. Did you spend more than you had in income that month is the general idea of it.
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Rob Wilkens - RobWilkens.com0
