Spending Plan

Discussion List

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  Summary for Planned Spending over/under (edited)

  Active rburtt 92 views 1 comment 1 point Most recent by Coach Natalie October 30Feature Requests
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  I have transactions that show up in reports but not in the spending plan.

  Duwain 17 views 3 comments 0 points Most recent by Duwain October 30Troubleshooting
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  Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)

  Active tngzng 975 views 44 comments 63 points Most recent by amackles October 27Feature Requests
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  220
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 2.7K views 92 comments 220 points Most recent by Warwrecker October 25Feature Requests
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  Add option to create Planned Spending Expenses based on Tags (2 Merged Votes)

  Active lost_references 393 views 20 comments 41 points Most recent by Ggrb October 17Feature Requests
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  Why does Simplifi say I have available money when I don't?

  monkeybudget 67 views 9 comments 0 points Most recent by DannyB October 17Using the Spending Plan
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  Ability to sort or rearrange Planned Spending/Spending Plan items (edited)

  Active JTerbeek 879 views 34 comments 68 points Most recent by Kermit October 16Feature Requests
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  Ability to budget for Bills in installments in the Spending Plan (edited)

  Active Amanda Young 46 views 2 comments 5 points Most recent by Coach Natalie October 16Feature Requests
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  Spending Plan adding new accounts won’t save and shows error

  K Alger 7 views 1 comment 0 points Most recent by SRC54 October 15Report a Bug
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  Recording Venmo Transaction

  VermillionSands 26 views 2 comments 0 points Most recent by VermillionSands October 12Troubleshooting
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  Using a Savings Goal to Track "Left at end of month"

  DannyB 29 views 2 comments 2 points Most recent by DannyB October 11How do you Quicken Simplifi?
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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 63 views 5 comments 4 points Most recent by DannyB October 10Feature Requests
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  When spending plan "other spending" total is positive, put a + (plus) sign (edited)

  Active RobWilk 40 views 2 comments 3 points Most recent by RobWilk October 4Feature Requests
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  6

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  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Active UrsulaA 13 views 0 comments 6 points Started by UrsulaA October 2 Feature Requests
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  1
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 29 views 3 comments 1 point Most recent by UrsulaA October 1Feature Requests
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  Spending Plan: Option to forward 'Left at End of Month' to the following month (edited)

  Active DannyB 321 views 25 comments 15 points Most recent by cstonemmm September 30Feature Requests
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  Spending Plan showing transactions that are marked as "excludedFromSpendingPlan"

  Closed mercdomi 10 views 1 comment 0 points Most recent by Coach Natalie September 26Troubleshooting
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  Bills not showing up in spending plan

  Closed barrett 47 views 3 comments 0 points Most recent by Coach Natalie September 25Report a Bug
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  Ability to see a Total for all Planned Spending Items (Original & Current) [edited]

  Active rosalynraelyn 366 views 21 comments 53 points Most recent by UrsulaA September 23Feature Requests
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  Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

  Active RockLee 17 views 0 comments 5 points Started by RockLee September 22 Feature Requests
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  How can I monitor spending by category AND tag?

  Answered ✓ Closed tylertervooren 30 views 2 comments 0 points Most recent by tylertervooren September 20How do you Quicken Simplifi?
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  Completed savings goal still showing as “not contributed” in my spending plan?

  Answered ✓ Closed Erin 30 views 3 comments 0 points Most recent by DannyB September 14Using Savings Goals
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  Add Rollover for recurring income

  Closed All Talk 28 views 2 comments 2 points Most recent by SRC54 September 13Feedback
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  Ability to assign a transaction from one month to a different month's Spending Plan (edited)

  Active Danielle 141 views 7 comments 0 points Most recent by UrsulaA September 10Feature Requests
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  Spending Plan data is missing (edited)

  Closed BobM 28 views 3 comments 0 points Most recent by SRC54 September 10Report a Bug
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  Some of my upcoming bills are showing as "Paid" even though the date is in the future (edited)

  Closed rskolin 26 views 2 comments 0 points Most recent by rskolin September 8Using the Spending Plan
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  Recurring Income and the Spending Plan

  Closed RobertoT 39 views 6 comments 0 points Most recent by UrsulaA September 8Bills and Income
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  14
  Customizable Columns in the Spending Plan (edited)

  Completed Closed EL1234 246 views 29 comments 14 points Most recent by EL1234 September 5Feature Requests
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  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Active UrsulaA 22 views 3 comments 4 points Most recent by EL1234 September 5Feature Requests