Spending Plan

Discussion List

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  152

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  Break down Annual/Bi-Annual Expenses to a monthly amount in Spending Plan [edited] (6 Merged Votes)

  In Review AAAAHHHHHHHH 2.7K views 68 comments 152 points Most recent by Budgeting101 January 7Feature Requests
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  Record Savings for 2025

  SRC54 10 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 22 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 46 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 9 views 1 comment 3 points Most recent by Dick_Davis January 6Feature Requests
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  Major bug with closed brokerage and loan accounts

  nrp06 71 views 12 comments 0 points Most recent by Coach Natalie January 6Troubleshooting
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  Transactions not showing in Spending Plan (edited)

  Chrisg60 12 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 4.1K 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 12 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 22 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 24 views 2 comments 4 points Most recent by Whreyel January 3Feature Requests
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  4

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

  Active TwelveSilverPennies 14 views 0 comments 4 points Started by TwelveSilverPennies January 3 Feature 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 38 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 37 views 6 comments 0 points Most recent by EL1234 December 2025Managing Your Transactions
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  4
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 225 views 18 comments 4 points Most recent by silent jon December 2025Feature Requests
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  Can recurring reminders be automatically entered as pending transactions the day of? (edited)

  Answered ✓ eeb4th 56 views 7 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
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  7

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  Add an Account column to Bills in the Spending Plan (edited)

  Active Gaberino 27 views 3 comments 7 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 RobWilk 74 views 3 comments 0 points Most recent by RobWilk December 2025Feature Requests
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  Transfers are not Bills!

  donnajean 195 views 40 comments 1 point Most recent by EL1234 December 2025Using the Spending Plan
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  11

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  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 90 views 7 comments 11 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?

  DryHeat 62 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
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  Some current Savings Goals not showing up in Spending Plan (edited)

  DryHeat 67 views 10 comments 0 points Most recent by EL1234 December 2025Troubleshooting
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  1

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  Separate Planned Spend rollover buckets from non-rollover buckets

  Active DannyB 28 views 1 comment 1 point Most recent by Jenny T December 2025Feature Requests
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  2

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  Ability to hide excluded items from the Bills section of the Spending Plan (edited)

  Active JuMelo 12 views 0 comments 2 points Started by JuMelo December 2025 Feature Requests
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  215

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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.9K views 64 comments 215 points Most recent by santoshamb December 2025Feature Requests
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  9

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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 186 views 9 comments 9 points Most recent by TiggerTrainer December 2025Feature Requests
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  How do I show third level categories transactions in [planned spend]?

  Answered ✓ Closed PatD 117 views 17 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan