Spending Plan

6

Ignore Investment Transactions from the Spending Plan by default (edited)

Completed Closed millsmn 245 views 14 comments 6 points Most recent by Coach Natalie September 2023Feature Requests

Web App: Spending Plan-> Transfers-> No (or slow?) update

Closed RobWilk 42 views 1 comment 0 points Most recent by Coach Natalie September 2023Report a Bug

Planned Spending budget including transactions not in the category when transaction is split

Closed sgoldenb 101 views 1 comment 0 points Most recent by Coach Natalie August 2023Report a Bug

1

Add an indicator for accounts that are included in the Spending Plan (edited)

Active pawebb 22 views 0 comments 1 point Started by pawebb August 2023 Feature Requests

40

Ability to Exclude Accounts from the Spending Plan [edited] (5 Merged Votes)

Completed Closed myf 999 views 17 comments 40 points Most recent by Coach Natalie August 2023Feature Requests

Spending Plan Transfers not calculating correctly

pawebb 93 views 7 comments 0 points Most recent by Coach Natalie August 2023Report a Bug

5

Mobile App: Touch and Hold to Rearrange Expenses in Planned Spending

Active purdnost 44 views 2 comments 5 points Most recent by pawebb August 2023Feature Requests

Feature request to budget from paycheck to paycheck (edited)

Closed gab1972 92 views 2 comments 1 point Most recent by Coach Natalie August 2023Using the Spending Plan

1

Ability to sort or rearrange Savings Goals in the Spending Plan (edited)

Active pawebb 34 views 0 comments 1 point Started by pawebb August 2023 Feature Requests

3

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

Active pawebb 34 views 0 comments 3 points Started by pawebb August 2023 Feature Requests

Another "Just-for-fun" post: Budgeting, Bank Balances & Simplifi

Closed DannyB 65 views 0 comments 1 point Started by DannyB August 2023 How do you Quicken Simplifi?

Bills vs Planned Spending (edited)

Answered ✓ Closed Diver4242 662 views 1 comment 0 points Most recent by DannyB August 2023Bills and Income

The Monthly Rollover

Answered ✓ Closed pawebb 516 views 2 comments 1 point Most recent by DannyB August 2023Using the Spending Plan

How to remove investment income from my Spending Plan?

Answered ✓ Closed System 124 views 3 comments 0 points Most recent by DEA3 August 2023Troubleshooting

2

Add a tooltip or a "View All Bubbles" option for releasing Other Spending bubbles (edited)

Active pawebb 74 views 4 comments 2 points Most recent by pawebb August 2023Feature Requests

Trying to figure out what I'm missing here

Closed benk 121 views 5 comments 0 points Most recent by DannyB August 2023Troubleshooting

1

Make the 'View Goal' option from the Spending Plan a modal instead of a redirect (edited)

Active pawebb 31 views 0 comments 1 point Started by pawebb August 2023 Feature Requests

Should I exclude or include transfers to G-kids custodial accounts?

Answered ✓ Closed DannyB 55 views 3 comments 0 points Most recent by DannyB August 2023Using the Spending Plan

July Final Percentages

Closed DannyB 55 views 2 comments 2 points Most recent by DannyB August 2023

5

Planned Spending - Add One-Time Expense that crosses Multiple Months

Active Flopbot 65 views 1 comment 5 points Most recent by Coach Natalie August 2023Feature Requests

To ignore transfers or not to ignore transfers. That is the question.

Answered ✓ Closed Flopbot 294 views 2 comments 0 points Most recent by Coach Natalie July 2023Using the Spending Plan

Track spending plan from tags rather than categories?

Answered ✓ Closed dereckmezquita 216 views 3 comments 0 points Most recent by Coach Natalie July 2023Using the Spending Plan

How does making a withdrawal affect this months contributions for the month?

Answered ✓ Closed DannyB 95 views 4 comments 0 points Most recent by DannyB July 2023Using Savings Goals

R.E. Tell us how you plan to track your vacation in Simplifi

Closed DannyB 317 views 3 comments 1 point Most recent by DannyB July 2023Managing Your Transactions

(Once again...) How do I account for a partial transaction coming from a Savings Goal?

Answered ✓ Closed myllanac 77 views 3 comments 0 points Most recent by Coach Natalie July 2023Using Savings Goals

Spending Plan Date Picker for Reminders on Web App (edited)

Closed Flopbot 125 views 7 comments 0 points Most recent by Coach Natalie July 2023Report a Bug

1

Ability to create transfers to/from internal Simplifi accounts (edited)

Already Offered Closed avihawver 106 views 1 comment 1 point Most recent by Coach Natalie July 2023Feature Requests

Merged: Ability to assign Planned Spending expenses to an account (edited)

avihawver 21 views 0 comments 1 point Started by avihawver July 2023 Feature Requests

Spending Plan

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