Spending Plan

Discussion List

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  Hidden Investments [Transactions] showing up in the Spending Plan Income section

  System 53 views 11 comments 0 points Most recent by neon45 January 1Using the Spending Plan
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  Recurring Series not Ending on End Date

  RobWilk 39 views 5 comments 0 points Most recent by Coach Jon December 2024Report a Bug
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  Utilities categories incorrect under spending plan

  vchan 37 views 4 comments 0 points Most recent by DannyB December 2024Report a Bug
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  Option to not have extra Savings Goals contributions included in the Spending Plan (edited)

  Active Chris 21 views 1 comment 3 points Most recent by Coach Natalie December 2024Feature Requests
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  Why would I want to "see" or Include my transfers in the Spending Plan?

  Max1223 39 views 5 comments 1 point Most recent by DannyB December 2024Using the Spending Plan
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  Ability to allocate income from "this month" to "next month" in the Spending Plan (edited)

  Active JEM42 49 views 6 comments 2 points Most recent by JEM42 December 2024Feature Requests
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  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Active UrsulaA 36 views 1 comment 9 points Most recent by RobWilk December 2024Feature Requests
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  1
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 41 views 4 comments 1 point Most recent by RobWilk December 2024Feature Requests
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  Mobile Phone Widgets for 'Spending Plan' and 'Upcoming' [edited] (1 Merged Vote)

  In Review HSC 943 views 26 comments 80 points Most recent by UrsulaA December 2024Feature Requests
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  Planned Spending "suggested" amount: include refund/income transactions (edited)

  Active RobWilk 21 views 1 comment 2 points Most recent by Coach Natalie December 2024Feature Requests
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  New-to-me color/look of "other spending" bubbles in spending plan

  RobWilk 11 views 0 comments 1 point Started by RobWilk December 2024 Feedback
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.3K views 49 comments 173 points Most recent by SRC54 December 2024Feature Requests
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  7
  Ability to close out/release all Planned Spending expenses at one time (edited)

  Completed UrsulaA 74 views 1 comment 7 points Most recent by UrsulaA December 2024Feature Requests
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  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 3K views 98 comments 220 points Most recent by mimiminn December 2024Feature Requests
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  Savings Goal Does Not Stop in Spending Plan

  Paul321 39 views 3 comments 1 point Most recent by Paul321 December 2024Using the Spending Plan
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  Having major trust issues with Simplifi

  Randy17485 98 views 11 comments 1 point Most recent by Randy17485 December 2024Feedback
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  Spending Plan: Option to forward 'Left at End of Month/Available' to the following month (edited)

  Active DannyB 419 views 33 comments 19 points Most recent by SRC54 December 2024Feature Requests
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  Merged: Rollover 'Available' Balance month over month in the Spending Plan (edited)

  Closed santhochi 26 views 0 comments 2 points Most recent by SRC54 December 2024Feature Requests
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  Split out housing costs as a top-level category in the Spending Plan

  Active tylermdunn 14 views 2 comments 0 points Most recent by SRC54 December 2024Feature Requests
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  Customize Budget Cycle (As Opposed to Month-to-Month) (3 Merged Votes)

  Active purdnost 995 views 34 comments 65 points Most recent by bhowe December 2024Feature Requests
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  Spending against a goal should not impact the Spending Plan

  Closed wmanzer 29 views 1 comment 2 points Most recent by Coach Kristina December 2024Feedback
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  Goals that are completed reappear in the next month's Spending Plan

  Closed wmanzer 18 views 1 comment 0 points Most recent by Coach Kristina December 2024Report a Bug
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  Planned Spending @ Month's End

  Closed DannyB 18 views 0 comments 2 points Started by DannyB November 2024 Share your Success!
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  Help with budgeting and viewing my monthly budget

  Closed Amanza 43 views 3 comments 0 points Most recent by Flopbot November 2024Using the Spending Plan
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  Continuous Savings Goal

  Active Chanse 224 views 6 comments 26 points Most recent by DannyB November 2024Feature Requests
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  Add other options besides "Monthly" to planned contributions for Savings Goals (edited)

  Active Flopbot 30 views 5 comments 12 points Most recent by Flopbot November 2024Feature Requests
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  Merged: iPhone/iPad Widget to Track Remaining Budget for Specific Categories

  Closed estebanV 5 views 0 comments 1 point Started by estebanV November 2024 Feature Requests
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  Mobile Phone Widget for Planned Spending (edited)

  In Review GCA 610 views 7 comments 20 points Most recent by estebanV November 2024Feature Requests
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  Merged: Add Notes to Planned Spending Items in the Spending Plan

  Closed estebanV 8 views 0 comments 1 point Started by estebanV November 2024 Feature Requests