Spending Plan

Discussion List

• 
  218

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

  In Review mcjerbons 2.9K views 65 comments 218 points Most recent by alisoncap January 22Feature Requests
• 
  Category Sum

  Cschaumburg 11 views 1 comment 1 point Most recent by Coach Jon January 21Using Reports
• 
  4
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 246 views 19 comments 4 points Most recent by Karla W January 20Feature Requests
• 
  4

  Up Down
  Use green font for positive amounts in the Bills section of the Spending Plan (edited)

  Active DryHeat 39 views 1 comment 4 points Most recent by SRC54 January 19Feature Requests
• 
  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  nrp06 112 views 16 comments 0 points Most recent by Coach Natalie January 16Troubleshooting
• 
  New to budgeting - handling unexpected expense

  Thinking 21 views 2 comments 0 points Most recent by EL1234 January 15Using the Spending Plan
• 
  4

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

  Active TwelveSilverPennies 27 views 1 comment 4 points Most recent by TwelveSilverPennies January 14Feature Requests
• 
  Spending Plan - Adjusting for Paycheck Coming in prior month

  fantasmic 23 views 2 comments 0 points Most recent by SRC54 January 10Using the Spending Plan
• 
  151

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

  In Review AAAAHHHHHHHH 2.8K views 68 comments 151 points Most recent by Budgeting101 January 7Feature Requests
• 
  Record Savings for 2025

  SRC54 18 views 0 comments 1 point Started by SRC54 January 7 Share your Success!
• 
  4

  Up Down
  Spending Plan available spending per week (edited)

  Active joroad 23 views 5 comments 4 points Most recent by Coach Natalie January 7Feature Requests
• 
  3

  Up Down
  Spending Plan Dashboard Widget - please show income & spending

  Active the_scottster 47 views 1 comment 3 points Most recent by Coach Natalie January 7Feature Requests
• 
  3

  Up Down
  Ability to lock past months in the Spending Plan (edited)

  Active CarsonTaylor 14 views 1 comment 3 points Most recent by Dick_Davis January 6Feature Requests
• 
  Transactions not showing in Spending Plan (edited)

  Chrisg60 19 views 1 comment 0 points Most recent by SRC54 January 6Using the Spending Plan
• 
  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 4.2K views 135 comments 223 points Most recent by EL1234 January 5Feature Requests
• 
  Spending Plan should include existing account balances

  Joe M 16 views 2 comments 0 points Most recent by EL1234 January 4Using the Spending Plan
• 
  3

  Up Down
  Merge the Spending Plan with the Bills & Income view (edited)

  Active Whreyel 24 views 2 comments 3 points Most recent by SRC54 January 4Feature Requests
• 
  4

  Up Down
  Spending Plan: Add hashmarks to the circle graph to show relative progress (edited)

  Active LDC 26 views 2 comments 4 points Most recent by Whreyel January 3Feature Requests
• 
  Inaccurate Email Message

  laurelmarie12 14 views 1 comment 0 points Most recent by Coach Natalie January 2Report a Bug
• 
  3

  Up Down
  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
• 
  5

  Up Down
  Suggested changes for clicking on Savings Goals from the Spending Plan (edited)

  Active pawebb 39 views 1 comment 5 points Most recent by Coach Natalie December 2025Feature Requests
• 
  Budget Flexibility - paychecks vs months

  Aj28 24 views 1 comment 0 points Most recent by SRC54 December 2025Feedback
• 
  When DFAS deposit comes in early how do you add in Simplifi and not change my January spending plan

  Answered ✓ teresalcarroll 42 views 6 comments 0 points Most recent by EL1234 December 2025Managing Your Transactions
• 
  Can recurring reminders be automatically entered as pending transactions the day of? (edited)

  Answered ✓ eeb4th 60 views 7 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
• 
  8

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

  Active Gaberino 28 views 3 comments 8 points Most recent by SRC54 December 2025Feature Requests
• 
  0
  Use Transaction Detail modal for 'Edit transaction' in Bills & Income of the Spending Plan (edited)

  Completed Closed RobWilk 78 views 3 comments 0 points Most recent by RobWilk December 2025Feature Requests
• 
  Transfers are not Bills!

  Closed donnajean 258 views 40 comments 1 point Most recent by EL1234 December 2025Using the Spending Plan
• 
  12

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

  Active DryHeat 100 views 7 comments 12 points Most recent by EL1234 December 2025Feature Requests
• 
  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Closed DryHeat 79 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
• 
  Some current Savings Goals not showing up in Spending Plan (edited)

  Closed DryHeat 88 views 10 comments 0 points Most recent by EL1234 December 2025Troubleshooting