Spending Plan

Discussion List

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  Do meal kits such as HelloFresh count as a subscription?

  Answered ✓ Closed GCA 131 views 9 comments 0 points Most recent by Flopbot November 2023Bills and Income
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  How do I get a transfer to go in the right direction?

  Closed DannyB 203 views 7 comments 0 points Most recent by DannyB November 2023Troubleshooting
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  Change the Planned Spending "spent" color to grey (edited)

  Active sekelleykeesee 76 views 0 comments 3 points Started by sekelleykeesee November 2023 Feature Requests
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  Merged: Report includes Average Spending By Category Over Time

  jrk4y8 11 views 0 comments 3 points Started by jrk4y8 November 2023 Feature Requests
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  Correcting a month where you over spent - permanently negative until new month?

  Answered ✓ Closed GCA 485 views 11 comments 0 points Most recent by DannyB November 2023Using the Spending Plan
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  Credit card refund not showing in spending plan

  Answered ✓ Closed btsmith52 76 views 2 comments 0 points Most recent by btsmith52 November 2023Using the Spending Plan
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  Android App: Spending Plan "Next Month" button non-functional in DeX mode

  Closed ajbopp 53 views 2 comments 0 points Most recent by ajbopp October 2023Report a Bug
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  Merged: Suggestions for the Spending Plan (edited)

  DelcoMike 11 views 0 comments 0 points Started by DelcoMike October 2023 Feedback
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  (web)Dashboard>SpendingPlan>"Error Loading data"

  Closed RobWilk 87 views 4 comments 0 points Most recent by RobWilk October 2023Report a Bug
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  How do I see what area was overspent? (edited)

  Answered ✓ Closed Skyla 74 views 5 comments 0 points Most recent by RobWilk October 2023Using the Spending Plan
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  My Latest Simplifi Workflow

  Closed ajbopp 175 views 3 comments 3 points Most recent by DannyB October 2023How do you Quicken Simplifi?
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  Calculate the "Projected" amount of Watchlists based on the Spending Plan (edited)

  Active ajbopp 35 views 0 comments 1 point Started by ajbopp October 2023 Feature Requests
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  Spending Plan: Delay in Goal contributions updating Available calculation (edited)

  Closed pawebb 133 views 10 comments 0 points Most recent by Coach Natalie October 2023Report a Bug
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  Excluded Transfers and Spending Plan (edited)

  Answered ✓ Closed r0ck3t 287 views 3 comments 0 points Most recent by RobWilk October 2023Managing Your Transactions
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  Can't change from sub-category to parent in spending plan

  Closed itzsaga 107 views 2 comments 0 points Most recent by Coach Natalie October 2023Report a Bug
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  What I hate about the Spending Plan implementation

  Closed Chrobrego 156 views 4 comments 1 point Most recent by ajbopp October 2023Feedback
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  Contribution to Savings Goals are being credited to Prior Month.

  Closed blanktom 158 views 10 comments 0 points Most recent by Coach Natalie October 2023Troubleshooting
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  Track Automatic Savings - not as spending

  Closed roz22 72 views 1 comment 1 point Most recent by RobWilk September 2023Bills and Income
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  Partial contributions to Savings Goals

  Answered ✓ Closed DannyB 65 views 1 comment 0 points Most recent by Coach Natalie September 2023Using Savings Goals
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  Merged: Provide the ability to include multiple categories and tags when adding a new Planned Spend…

  Vinifinpro 1 view 0 comments 1 point Started by Vinifinpro September 2023 Feature Requests
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  Recurring Series for "Exclude from Spending Plan" Account show up in Spending Plan

  Answered ✓ Closed Flopbot 82 views 1 comment 0 points Most recent by Coach Natalie September 2023Report a Bug
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  Transfers - "Exclude" settings not being honored

  Closed RobWilk 46 views 2 comments 0 points Most recent by RobWilk September 2023Report a Bug
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  Delay in removing transaction from Other Spending after marking it as a Bill (edited)

  Closed RobWilk 84 views 7 comments 0 points Most recent by RobWilk September 2023Report a Bug
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  Accounts excluded from Spending Plan having transactions showing up in Spending plan

  Closed papermuffins 46 views 1 comment 0 points Most recent by RobWilk September 2023Feedback
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  Spending Plan>Future Months>Savings Goal not updating or wrong (Problem Returned)

  Closed RobWilk 167 views 14 comments 0 points Most recent by RobWilk September 2023Report a Bug
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  Ability to jump back to the current month in the Spending Plan (edited)

  Active pawebb 32 views 1 comment 3 points Most recent by RobWilk September 2023Feature Requests
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  Merged: Monthly Projected expense in Watchlist is useless at best, dangerous at worst

  perkin-warbeck 11 views 0 comments 0 points Started by perkin-warbeck September 2023 Report a Bug
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  Just for fun - August Percentages.

  Closed DannyB 116 views 0 comments 1 point Started by DannyB September 2023 Share your Success!