Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)

I am also curious how often it updates, is it every time that account refreshes? Sometimes the statement balance can change (for example, if you get a refund for a return) and I usually need to manually update the reminder amount. I do this currently by comparing the amount to the bank's website.

Super helpful - great idea!

Really love this feature!!! I wonder if credit card rewards details can be captured, even if this is something manually entered. For example 3% cash back or points for purchase types, etc. With this data you could even make suggestion on which credit cards to use for different types of purchases in the future.

Amex "credit used" is incorrect and lists as 100% even though I do not have a limit on my card.

This is excellent. Good step in the right direction. A couple observations/suggestions: when I hover over the pie/circle graph, it pops up some additional data. That's good, but the data are partially hidden by an orange tab that says "Card Details Feedback." So I can't read everything; it partially covers up the numbers. Hopefully that's very temporary! If not, the tab needs to go, or be moved elsewhere, or there's no reason the hover pop-up can't be slightly moved to the left so it's not covered up by the orange tab.

Also, the few additional data in the popup would all fit comfortably on the heading line, negating the need to hover. The line now shows Statement balance, Minimum due, and Due date, then a lot of dead space, with Credit used at the right edge. There's plenty of room to include Credit limit and Available credit on the line without needing to pop it up by hovering. I suppose the Credit used could also be listed, as it's occasionally a different figure than the account balance listed above. The circle graph already shows the % utilization, so no need to hover for that. I'm totally fine with the hover pop-up, which could list data such as account number, CVV, expiration date, monthly closing date, date opened, customer service phone #, and whatever else people want could be included in the hover list. But my main point is that most and probably all that is currently shown via hovering can easily fit now on the header without the need for hovering.

I love it, and I like the direction it's headed! Are there any plans to allow manual input for credit card usage or due dates for manual accounts?

I like it. There is an issue with two accounts at synchrony. it's showing the account number and used credit properly, but the due date, min balance and statement balance is shared between them? hard to tell because one of the cards is not used and has been 0 for a while. worth mentioning though

I noticed the same but didn't remember if it used to be available for credit cards. If yes, was the setting removed or just the way to access it?

I noticed that my Target Redcard / Circle card shows the wrong statement balance for the upcoming payment date of 3/28.

Here's what's really weird - I searched Simplifi for the amount it shows, and that's the amount that my payment was on 3/28/2025! And then I noticed that the due date listed in the new section with the statement balance says 3/28/2025. So it's technically correct, it's just a year off…

My upcoming payment due is also on 3/28 but is for a very different amount.

I hope you guys can fix this! Happy to DM screenshots if needed.

Great addition. Is it possible to show credit card interest rate? This would be very useful to plan debt reduction, etc as the legacy Quicken allows.

Thanks