Spending Plan

Discussion List

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  Error in Dashboard - Spending Plan "Error Loading Data"

  Closed Melisa 64 views 5 comments 0 points Most recent by UrsulaA January 2024Report a Bug
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  Not seeing transaction marked as subscription in Spending Plan subscriptions section

  Answered ✓ Closed g262simple 73 views 2 comments 0 points Most recent by g262simple January 2024Using the Spending Plan
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  IRA Distributions as Spendable Income?

  Answered ✓ Closed Diver4242 173 views 3 comments 1 point Most recent by UrsulaA January 2024Using the Spending Plan
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  Glitch/Bug Report - Spending plan data intermittently disappearing and automatically duplicating

  Closed mbb5547 202 views 3 comments 0 points Most recent by Coach Natalie January 2024Report a Bug
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  Yearly transactions

  Answered ✓ Closed S1111 63 views 1 comment 0 points Most recent by UrsulaA January 2024Using the Spending Plan
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  What is Your Simplifi Christmas Wish List?!

  Closed DannyB 201 views 16 comments 2 points Most recent by UrsulaA January 2024The Water Cooler
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  Merged: Allow money left over from spending plan to be released to the next month

  Tracybird 1 view 0 comments 3 points Started by Tracybird January 2024 Feature Requests
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  Dashboard Spending Plan Widget -- Error Loading Data

  Closed xnn7 126 views 7 comments 0 points Most recent by wassimchao January 2024Report a Bug
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  Dining transactions showing up under “other spending” and not “planned spending”?

  Answered ✓ Closed Averagebogle 83 views 1 comment 0 points Most recent by UrsulaA January 2024Using the Spending Plan
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  Merged: Handle joint accounts in Spending Plans

  jb1963 1 view 0 comments 1 point Started by jb1963 January 2024 Feature Requests
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  Unused monthly spending carry over to next month

  Answered ✓ Closed TDStein99 165 views 3 comments 0 points Most recent by TDStein99 January 2024Using the Spending Plan
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  2

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  Show Other Spending as a bar graph (edited)

  Active Derek&Kelly 52 views 1 comment 2 points Most recent by Nyxen December 2023Feature Requests
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  1

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  Projected Other Spending - Ability to use different options/amounts for different months (edited)

  Active destiny510 44 views 0 comments 1 point Started by destiny510 December 2023 Feature Requests
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  Merged: View Spending Plan as list instead of cards

  dc91765 11 views 0 comments 1 point Started by dc91765 December 2023 Feature Requests
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  Merged: Show progress (summary) against Monthly Spending Plan

  collin.snow 21 views 0 comments 1 point Started by collin.snow December 2023 Feature Requests
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  Merged: Track Saving Goal withdrawals in Spending Plan

  BlankTom2.0 1 view 0 comments 1 point Started by BlankTom2.0 December 2023 Feature Requests
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  Merged: Planned vs Actual Spending

  Pchamb1998 1 view 0 comments 1 point Started by Pchamb1998 December 2023 Feature Requests