Spending Plan

Discussion List

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  Why do the Bills + Subscriptions + Transfers not add up correctly in the Spending Plan?

  msanders93 32 views 4 comments 0 points Most recent by SRC54 June 17Troubleshooting
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  Periodic Summary Report, leading to Spending Plan Guidance & Suggestions (edited)

  Active ajbopp 78 views 3 comments 3 points Most recent by Coach Natalie June 17Feature Requests
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  Add Spending Bubbles inside of each "Planned Spend" if there are sub-categories involved.

  Active msanders93 13 views 0 comments 1 point Started by msanders93 June 16 Feature Requests
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  Cash basis spending plan

  EFG 26 views 2 comments 1 point Most recent by EL1234 June 15Using the Spending Plan
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  Ability to group the Bills / Income sections of the Spending Plan by Payee or Category (edited)

  Active EL1234 20 views 0 comments 1 point Started by EL1234 June 15 Feature Requests
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  Ability to see a Total/Summary for all Planned Spending Items (Original & Current) [edited]

  Active rosalynraelyn 1.1K views 61 comments 84 points Most recent by ashesl215 June 13Feature Requests
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  Planned Spending "suggested" amount: include refund/income transactions (edited)

  Active RobWilk 28 views 2 comments 2 points Most recent by Coach Natalie June 10Feature Requests
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  How do you manage planned spend without having to subtract bills?

  bobbiesmith 61 views 8 comments 0 points Most recent by SRC54 June 10Using the Spending Plan
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 3.1K views 67 comments 227 points Most recent by Kseniya June 9Feature Requests
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  Customize Budget Cycle (As Opposed to Month-to-Month) (3 Merged Votes)

  Active purdnost 1.4K views 39 comments 80 points Most recent by McGheech June 5Feature Requests
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 1.1K views 47 comments 38 points Most recent by danielp_ June 4Feature Requests
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  Break down Annual/Bi-Annual Expenses to a monthly amount in Spending Plan [edited] (6 Merged Votes)

  In Review AAAAHHHHHHHH 3K views 71 comments 156 points Most recent by msanders93 June 4Feature Requests
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  Bills to income percentage notification is wrong (edited)

  RobI 64 views 6 comments 0 points Most recent by RobI June 3Troubleshooting
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  Enter Spending Plan/Budget in Table View

  Active sNashville 456 views 16 comments 7 points Most recent by donnajean June 1Feature Requests
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  Add feature to transfer funds from one goal to another

  Active LtDan1912 43 views 4 comments 14 points Most recent by CS1234 May 24Feature Requests
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  Exclusion settings for splits are not actually excluding from the spending plan & watchlist (edited)

  Jean Velazquez 200 views 22 comments 0 points Most recent by Coach Jon May 22Report a Bug
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  Bill entries missing in the Spending Plan from month to month (edited)

  Closed Quinho 23 views 3 comments 0 points Most recent by Coach Kristina May 9Using the Spending Plan
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  Download Spending Plan to .XLS or .CSV

  Active breedpdx 232 views 10 comments 29 points Most recent by oldit51 May 8Feature Requests
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  Release Partial Amount of Planned Spending/Transfer Available to Cover Overages (edited)

  Active Flopbot 394 views 19 comments 48 points Most recent by EL1234 May 6Feature Requests
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  Recalculate how Planned Spending Totals work with Rollover (edited)

  Active bost.05 101 views 11 comments 4 points Most recent by TwelveSilverPennies May 6Feature Requests
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  Spending Plan information reset and disappearing

  Closed jonathanstarward 23 views 1 comment 0 points Most recent by Coach Jon May 5Report a Bug
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  Feedback and suggestions for Simplifi from a new user (multiple features)

  Closed leogibson 35 views 3 comments 0 points Most recent by EL1234 April 21Feedback
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  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 147 views 9 comments 16 points Most recent by EL1234 April 19Feature Requests
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  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  In Progress Max1223 432 views 33 comments 5 points Most recent by UrsulaA April 17Feature Requests
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  Planned Spending - Add One-Time Expense that crosses Multiple Months

  Active Flopbot 113 views 8 comments 11 points Most recent by EL1234 April 17Feature Requests
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  Why does my Savings Goal appear in Spending Plan months past its target date?

  Answered ✓ Closed tylermdunn 32 views 4 comments 0 points Most recent by DryHeat April 15Using Savings Goals
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  Escrow and Investment Transfers in Spending Plan

  Closed SteadyTrajectory 102 views 11 comments 0 points Most recent by SteadyTrajectory April 11Troubleshooting
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Completed Closed buncha 4.9K views 138 comments 223 points Most recent by Coach Natalie April 10Feature Requests