Improve Budgeting Feature
eteam49ers
Member ✭
One of my biggest gripes with Simpfily is how the software falls short on budgeting/planning. Here are some improvements that would be HUGE for many.
- "Bills" (reoccurring expenses) and "Planned Expenses" (budged items) are treated as as one or the other. For most, an expense can be a "bill" that reoccurs AND also something we want to budget for and see how the actual expense (water bill, gas bill, etc) were that month. Can they be both?
- Right now, "Income" works kinda like "Bills" where there's a list of each expected amount and it's date. It's noted as received, upcoming, or past due. We don't get to see or track a total of ALL paycheck income by type for the month. I, personally, have multiple streams of income and would like to make sure I received the amount I expected from each type. If we can change this to work like "Planned Expenses" say, "Planned Income" where we can set an expected amount for the month and then see where we are on meeting that projection, it would be AMAZING!
- It would be great to see Planned Income and Planned Expenses together without having to toggle between them. This would give a true budget look with one page showing where we are on budged income and budged expenses for the month.
- For simplicity of viewing, it would be great to have the format of viewing planned income and expense be shown together and more like rows on a report that still show the graphic of how much has been used, how much is left per item. Right now, the boxy rectangles mean I have to scroll a bit to see how I am doing overall. Something closer to a graphical report would be easier on the eyes.
Thank you so much for considering. I hope these changes would help many others as well.
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Comments
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Hello @eteam49ers,
Thanks for reaching out! I converted your idea post into a discussion, as idea posts in the community need to be limited to a single idea within the content of the post. You are, of course, welcome to submit multiple idea posts for each of your ideas; however, I know that we already have an idea post for the ability to add Planned Income to the Spending Plan that you can vote for here:
-Coach Jon
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