Spending Plan

Discussion List

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  2

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  Add a List of Planned Spending Expense Series and allow more edit options (edited)

  Active khad 55 views 0 comments 2 points Started by khad November 2023 Feature Requests
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  Coming from Mint

  Closed Jas 652 views 8 comments 2 points Most recent by Coach Natalie November 2023Introduce yourself!
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  Suggestions to improve the "Spending Plan" feature in Simplifi

  Closed i_miss_mint 157 views 1 comment 0 points Most recent by Coach Natalie November 2023Feedback
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  Spending plan: improvements to progress against spending plan

  Closed mmarie610 74 views 3 comments 5 points Most recent by Coach Natalie November 2023Using the Spending Plan
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  Merged: Spending Plan Monthly Carryover

  Baseball4ohs 11 views 0 comments 2 points Started by Baseball4ohs November 2023 Feature Requests
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  Merged: Ability to include all Investment Transaction in Reports and the Spending Plan (edited)

  Marc F 1 view 0 comments 1 point Started by Marc F November 2023 Feature Requests
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  2

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  Spending Plan Dashboard Widget - please show income & spending

  Active the_scottster 44 views 0 comments 2 points Started by the_scottster November 2023 Feature Requests
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  Planned Spending in future month

  Closed RickS 53 views 1 comment 1 point Most recent by Coach Natalie November 2023Report a Bug
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  Merged: Spending Plan - ability to customize the display order

  chipsmith 1 view 0 comments 1 point Started by chipsmith November 2023 Feature Requests
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  Smoothing Annual Expenses

  Answered ✓ Closed the_scottster 134 views 2 comments 0 points Most recent by the_scottster November 2023Using the Spending Plan
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  Merged: Smoothing Annual expenses

  the_scottster 1 view 0 comments 1 point Started by the_scottster November 2023 Feature Requests
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  How do I create budgets by category?

  Answered ✓ Closed reginabee 443 views 2 comments 0 points Most recent by Flopbot November 2023Using the Spending Plan
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  How to best track large one-time expenses?

  Answered ✓ Closed jcbrady1 218 views 1 comment 0 points Most recent by DannyB November 2023Using the Spending Plan
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  Merged: Edit multiple transactions

  Sandee 1 view 0 comments 1 point Started by Sandee November 2023 Feature Requests
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  Income in the Spending Plan (edited)

  Answered ✓ Closed DawnZ 65 views 1 comment 0 points Most recent by RobWilk November 2023Using the Spending Plan
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  Car payment showing up in other spending and planned spending

  Answered ✓ Closed DawnZ 87 views 2 comments 0 points Most recent by RobWilk November 2023Using the Spending Plan
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  Credit Card Charges

  Answered ✓ Closed DawnZ 79 views 2 comments 0 points Most recent by RobWilk November 2023Using the Spending Plan
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  Merged: Spending Plan isn't loading: "Error loading data. Try again."

  khad 31 views 0 comments 0 points Started by khad November 2023 Report a Bug
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  Quarterly or Annual view of Spending Plan and/or Watchlist?

  Answered ✓ Closed CatBot 148 views 2 comments 1 point Most recent by CatBot November 2023Using the Spending Plan
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  How to stop hidden transactions from showing in spending plan

  Answered ✓ Closed papermuffins 203 views 7 comments 0 points Most recent by Coach Natalie November 2023Feedback
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  Spending Plan and ER purchases

  Answered ✓ Closed Humanleg86 53 views 3 comments 0 points Most recent by Flopbot November 2023Using Savings Goals
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  How to get spending plan to look at credit card charges just once?

  Answered ✓ Closed bmk 69 views 2 comments 0 points Most recent by RobWilk November 2023Using the Spending Plan
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  Pretty disappointed so far with Simplify.

  Closed Karthik 74 views 2 comments 1 point Most recent by Coach Natalie November 2023Feedback
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  4

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  Ability to create Planned Spending Expenses for both Parent and Child Categories (edited)

  Active eadkins20 78 views 3 comments 4 points Most recent by Coach Natalie November 2023Feature Requests
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  Frustrated with my spending plan due to irregular recurring bills

  Closed WehoCoder 242 views 2 comments 0 points Most recent by Coach Natalie November 2023Using the Spending Plan
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  Total amount left in the Spending Plan is not displayed

  Closed sharan 41 views 1 comment 1 point Most recent by Coach Natalie November 2023Using the Spending Plan
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  Merged: Combine Recurring Bills & Savings Goals Features into One Feature - Envelope

  WehoCoder 1 view 0 comments 1 point Started by WehoCoder November 2023 Feature Requests
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  Spending plan does not reflect the used amount in a category correctly

  Closed Palavis 82 views 4 comments 0 points Most recent by Palavis November 2023Troubleshooting
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  New to Simplifi. Why a Spending Plan rather than Category/Spending?

  Answered ✓ Closed Glimmer3721 240 views 4 comments 0 points Most recent by RobWilk November 2023Getting Started
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  Bug - Unable to click on Spending Plan arrows while in dashboard

  Answered ✓ Closed Nu2Money 42 views 2 comments 0 points Most recent by Nu2Money November 2023Using the Spending Plan