Spending Plan

Discussion List

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  Blank Spending plan

  Cschaumburg 47 views 11 comments 0 points Most recent by Cschaumburg 2:07AMTroubleshooting
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  Annual Budgeting by Category/Sub-Category & Reporting

  Coastal 50 views 4 comments 2 points Most recent by Coastal January 26Feedback
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 3K views 65 comments 219 points Most recent by alisoncap January 22Feature Requests
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  4
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 255 views 19 comments 4 points Most recent by Karla W January 20Feature Requests
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  5

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  Use green font for positive amounts in the Bills section of the Spending Plan (edited)

  Active DryHeat 41 views 1 comment 5 points Most recent by SRC54 January 19Feature Requests
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  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  nrp06 115 views 16 comments 0 points Most recent by Coach Natalie January 16Troubleshooting
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  New to budgeting - handling unexpected expense

  Thinking 22 views 2 comments 0 points Most recent by EL1234 January 15Using the Spending Plan
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  5

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  Ability to color code/filter Bills, Income, Subscriptions, and Transfers in the Spending Plan

  Active TwelveSilverPennies 29 views 1 comment 5 points Most recent by TwelveSilverPennies January 14Feature Requests
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  Spending Plan - Adjusting for Paycheck Coming in prior month

  fantasmic 23 views 2 comments 0 points Most recent by SRC54 January 10Using the Spending Plan
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  Break down Annual/Bi-Annual Expenses to a monthly amount in Spending Plan [edited] (6 Merged Votes)

  In Review AAAAHHHHHHHH 2.8K views 68 comments 151 points Most recent by Budgeting101 January 7Feature Requests
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  Record Savings for 2025

  SRC54 18 views 0 comments 1 point Started by SRC54 January 7 Share your Success!
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  4

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  Spending Plan available spending per week (edited)

  Active joroad 24 views 5 comments 4 points Most recent by Coach Natalie January 7Feature Requests
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  3

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  Spending Plan Dashboard Widget - please show income & spending

  Active the_scottster 48 views 1 comment 3 points Most recent by Coach Natalie January 7Feature Requests
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  3

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  Ability to lock past months in the Spending Plan (edited)

  Active CarsonTaylor 14 views 1 comment 3 points Most recent by Dick_Davis January 6Feature Requests
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  Transactions not showing in Spending Plan (edited)

  Chrisg60 19 views 1 comment 0 points Most recent by SRC54 January 6Using the Spending Plan
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 4.2K views 135 comments 223 points Most recent by EL1234 January 5Feature Requests
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  Spending Plan should include existing account balances

  Joe M 18 views 2 comments 0 points Most recent by EL1234 January 4Using the Spending Plan
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  3

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  Merge the Spending Plan with the Bills & Income view (edited)

  Active Whreyel 25 views 2 comments 3 points Most recent by SRC54 January 4Feature Requests
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  4

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  Spending Plan: Add hashmarks to the circle graph to show relative progress (edited)

  Active LDC 26 views 2 comments 4 points Most recent by Whreyel January 3Feature Requests
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  Inaccurate Email Message

  laurelmarie12 14 views 1 comment 0 points Most recent by Coach Natalie January 2Report a Bug
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  3

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  Ability to group Income and Bills by Category or Payee in the Spending Plan (edited)

  Active EL1234 11 views 0 comments 3 points Started by EL1234 January 2 Feature Requests
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  5

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  Suggested changes for clicking on Savings Goals from the Spending Plan (edited)

  Active pawebb 39 views 1 comment 5 points Most recent by Coach Natalie December 2025Feature Requests
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  Budget Flexibility - paychecks vs months

  Aj28 24 views 1 comment 0 points Most recent by SRC54 December 2025Feedback
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  When DFAS deposit comes in early how do you add in Simplifi and not change my January spending plan

  Answered ✓ teresalcarroll 43 views 6 comments 0 points Most recent by EL1234 December 2025Managing Your Transactions
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  Can recurring reminders be automatically entered as pending transactions the day of? (edited)

  Answered ✓ Closed eeb4th 62 views 7 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
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  Add an Account column to Bills in the Spending Plan (edited)

  Active Gaberino 29 views 3 comments 8 points Most recent by SRC54 December 2025Feature Requests
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  0
  Use Transaction Detail modal for 'Edit transaction' in Bills & Income of the Spending Plan (edited)

  Completed Closed RobWilk 81 views 3 comments 0 points Most recent by RobWilk December 2025Feature Requests
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  Transfers are not Bills!

  Closed donnajean 260 views 40 comments 1 point Most recent by EL1234 December 2025Using the Spending Plan
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  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 103 views 7 comments 12 points Most recent by EL1234 December 2025Feature Requests
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  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Closed DryHeat 87 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan