Spending Plan

Planned Spending: Deleting series only deletes current month

Closed ajbopp 43 views 4 comments 0 points Most recent by ajbopp April 2024Report a Bug

Spending Plan changes not being saved

Closed amandamae333 21 views 1 comment 0 points Most recent by Coach Jon April 2024Troubleshooting

Spending plan is gone (edited)

Closed kathyandrews2121 42 views 2 comments 0 points Most recent by Coach Jon April 2024Troubleshooting

Spending Plan not including all monthly bills and subscriptions

Closed jmoe 93 views 5 comments 0 points Most recent by DannyB April 2024Using the Spending Plan

I need to see SPENDING SO FAR this month

Closed pixie813 42 views 1 comment 0 points Most recent by Coach Jon April 2024Feedback

Is there a way to get a comprehensive report of "Planned Spending"

Closed Matt n Susi 43 views 1 comment 0 points Most recent by RobWilk April 2024Using the Spending Plan

Hello - Budget/Spending plan suggestions (edited)

Closed Paul321 114 views 7 comments 0 points Most recent by ajbopp April 2024Using the Spending Plan

Merged: Spending Plan Summary Amount(s) not updating after settings custom amount for savings goal …

RobWilk 1 view 0 comments 0 points Started by RobWilk April 2024 Report a Bug

Cannot turn off Rollovers

Closed Max1223 52 views 2 comments 0 points Most recent by Max1223 April 2024Report a Bug

Recurring Income payment came on 29th, but it's for April..April Spending Plan Unaware..

Answered ✓ Closed VermillionSands 36 views 2 comments 0 points Most recent by VermillionSands April 2024Using the Spending Plan

Categorize a whole card!

Closed Pixels 24 views 1 comment 1 point Most recent by Coach Natalie April 2024Using the Spending Plan

Merged: Spending plan totals

eadkins20 1 view 0 comments 1 point Started by eadkins20 April 2024 Feature Requests

Report showing current (and anticipated) spending vs. monthly income

Answered ✓ Closed santoshamb 82 views 3 comments 0 points Most recent by santoshamb April 2024Using Reports

Merged: Spending Plan - By Account

hi_there 1 view 0 comments 1 point Started by hi_there March 2024 Feature Requests

Best way to track irregular/quarterly income

Closed jeggen 99 views 3 comments 0 points Most recent by Coach Jon March 2024Using the Spending Plan

Other Spending doesn't list everything it should in the table

Closed ajbopp 31 views 3 comments 0 points Most recent by Coach Natalie March 2024Report a Bug

Merged: Budget time progress bar

misha142 1 view 0 comments 1 point Started by misha142 March 2024 Feature Requests

Spending Plan & Watchlists still not counting any transactions

Closed ejs 55 views 1 comment 0 points Most recent by Coach Natalie March 2024Report a Bug

Recurring transfers excluded from spending plan

Closed Maxent39 65 views 2 comments 0 points Most recent by Maxent39 March 2024Report a Bug

Desktop website Spending Plan footer is hiding entries of the last category.

Closed Aviian 43 views 5 comments 1 point Most recent by Coach Natalie March 2024Report a Bug

Cash Flow vs Budget vs Spending

Closed tshemphill 64 views 3 comments 0 points Most recent by UrsulaA March 2024Troubleshooting

Ability to exclude whole accounts

Closed Lessthan 41 views 2 comments 1 point Most recent by Coach Kristina March 2024Using the Spending Plan

5

Ability to create Planned Spending Expenses for Credit Card Payments and other Transfers (edited)

Active turb0 171 views 4 comments 5 points Most recent by bling March 2024Feature Requests

Mobile App: Dashboard and Spending Plan are not in agreement

Closed ajbopp 31 views 1 comment 0 points Most recent by Coach Jon March 2024Report a Bug

1

Integrate Planned Spending with Recurring Items in the Spending Plan (edited)

Active RobWilk 159 views 19 comments 1 point Most recent by RobWilk March 2024Feature Requests

Share your feedback regarding the new 'Transfers' bucket in the Spending Plan here!

Closed Coach Natalie 555 views 30 comments 0 points Most recent by Coach Natalie March 2024Feedback

I am new to Simplifi and want to create a budget. Are there ways to make this work?

Answered ✓ Closed etboat2b 192 views 2 comments 0 points Most recent by ajbopp March 2024Getting Started

Help with Planned Spending, Recurring, and Cash Flow

Closed System 53 views 3 comments 0 points Most recent by DannyB March 2024Using the Spending Plan

We want your feedback on the Spending Plan!

Closed Coach Natalie 9.1K views 282 comments 8 points Most recent by Coach Natalie March 2024Announcements

Release Available for Spending resets forward Spending Plan amounts back to some earlier values

Closed RoRo 42 views 2 comments 0 points Most recent by RoRo March 2024Report a Bug

Spending Plan

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