Spending Plan

Discussion List

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  Transactions from prior months Spending Plans missing from Simplifi Web App.

  phendyl 177 views 17 comments 0 points Most recent by SRC54 November 2Using the Spending Plan
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  Make the 'View Goal' option from the Spending Plan a modal instead of a redirect (edited)

  Active pawebb 47 views 1 comment 1 point Most recent by Coach Natalie October 28Feature Requests
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  Savings Goals should stop counting in the Spending Plan upon expected completion (edited)

  Active Hover2mach 40 views 0 comments 1 point Started by Hover2mach October 27 Feature Requests
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  Setting a budget category for Annual Items Only

  Answered pwhitt 55 views 2 comments 0 points Most recent by DryHeat October 19Using the Spending Plan
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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 143 views 8 comments 17 points Most recent by John Dressel October 9Feature Requests
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  Improve colorblind accessibility in Spending Plan

  Active TXWhackamole 27 views 0 comments 4 points Started by TXWhackamole October 3 Feature Requests
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  Need the option for quarterly budgeting notifications

  Closed hyoussef7471 45 views 1 comment 1 point Most recent by SRC54 September 21Using the Spending Plan
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  5
  Transaction Activity column selections in Reports, Watchlists, and the Spending Plan should stick

  In Progress Max1223 1.2K views 36 comments 5 points Most recent by DryHeat September 16Feature Requests
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  Allow Ability to add Multiple Categories to Planned Spending Expenses.

  Active Flopbot 1K views 17 comments 36 points Most recent by n2it September 9Feature Requests
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 1.9K views 55 comments 42 points Most recent by Coach Natalie September 8Feature Requests
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  my transactions are not showing up in spending plan.

  Closed jgmic1989 159 views 10 comments 0 points Most recent by SRC54 September 6Troubleshooting
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 4K views 71 comments 235 points Most recent by pbryn1983 September 1Feature Requests
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  Paying early moves the reminder to the transaction date (edited)

  Closed mamerica 100 views 5 comments 0 points Most recent by DryHeat August 29Using the Spending Plan
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  Annual Planned Spending or other options besides Monthly [edited] (2 Merged Votes)

  Active chanceryder25 1.2K views 32 comments 98 points Most recent by EL1234 August 28Feature Requests
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  Annual Budget Plan

  Closed MDZ 50 views 1 comment 0 points Most recent by SRC54 August 23Using the Spending Plan
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  How to set up monthly plan to view incoming revenue? (edited)

  Answered ✓ Closed Donzee 44 views 1 comment 0 points Most recent by SRC54 August 13Using the Spending Plan
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  how to track changes to Spending Plan during month

  Answered ✓ Closed John Dressel 98 views 3 comments 0 points Most recent by SRC54 August 12Using the Spending Plan
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  budget/planned spend vs bills (vs cash flow) - what am I missing for things like utlility bills?

  Closed n2it 140 views 7 comments 0 points Most recent by DryHeat August 12Using the Spending Plan
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  Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)

  Active tngzng 2.6K views 60 comments 87 points Most recent by TwelveSilverPennies August 7Feature Requests
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  Mobile Phone Widgets for 'Spending Plan' and 'Upcoming' [edited] (1 Merged Vote)

  In Review HSC 1.4K views 28 comments 88 points Most recent by Bartman682 August 6Feature Requests
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  Include actual spent from Planned Spending into the left over amount.

  Closed Moralessalsidoj 134 views 8 comments 1 point Most recent by Coach Natalie August 3Using the Spending Plan
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  Add option to create Planned Spending Expenses based on Tags (2 Merged Votes)

  Active lost_references 1.1K views 29 comments 53 points Most recent by Moralessalsidoj August 3Feature Requests
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  Recurring Income Transaction Does Not Post with the Exclusion Settings Set in the Series (edited)

  Closed pastchief8 135 views 9 comments 0 points Most recent by SRC54 July 19Troubleshooting
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  Transfers are not being included in spending plan

  Closed ewd_20834756 84 views 2 comments 0 points Most recent by DryHeat July 18Troubleshooting
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  "Left this month" is 0.00 but showing red like I overspent.

  Closed Jhenry530 61 views 2 comments 0 points Most recent by DryHeat July 16Troubleshooting
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  Ability to group the Bills / Income sections of the Spending Plan by Payee or Category (edited)

  Active EL1234 62 views 1 comment 4 points Most recent by mmmartian July 4Feature Requests
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  Connecting this month's recurring expenses to previous months' recurring expenses in SP (edited)

  Answered ✓ Closed mmmartian 133 views 4 comments 0 points Most recent by mmmartian July 2Using the Spending Plan
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  Why do the Bills + Subscriptions + Transfers not add up correctly in the Spending Plan?

  Closed msanders93 68 views 4 comments 0 points Most recent by SRC54 June 17Troubleshooting