Discussion List

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  How do I see what area was overspent? (edited)

  Answered ✓ Closed Skyla 71 views 5 comments 0 points Most recent by RobWilk October 2023Using the Spending Plan
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  My Latest Simplifi Workflow

  Closed ajbopp 174 views 3 comments 3 points Most recent by DannyB October 2023How do you Quicken Simplifi?
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  1

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  Calculate the "Projected" amount of Watchlists based on the Spending Plan (edited)

  Active ajbopp 32 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 131 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 322 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 101 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 153 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 162 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 61 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 92 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 41 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 81 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 41 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 161 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 31 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 112 views 0 comments 1 point Started by DannyB September 2023 Share your Success!
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  6
  Ignore Investment Transactions from the Spending Plan by default (edited)

  Completed Closed millsmn 241 views 14 comments 6 points Most recent by Coach Natalie September 2023Feature Requests
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  Web App: Spending Plan-> Transfers-> No (or slow?) update

  Closed RobWilk 41 views 1 comment 0 points Most recent by Coach Natalie September 2023Report a Bug
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  Planned Spending budget including transactions not in the category when transaction is split

  Closed sgoldenb 103 views 1 comment 0 points Most recent by Coach Natalie August 2023Report a Bug
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  Add an indicator for accounts that are included in the Spending Plan (edited)

  Active pawebb 21 views 0 comments 1 point Started by pawebb August 2023 Feature Requests
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  40
  Ability to Exclude Accounts from the Spending Plan [edited] (5 Merged Votes)

  Completed Closed myf 1K views 17 comments 40 points Most recent by Coach Natalie August 2023Feature Requests
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  Mobile App: Touch and Hold to Rearrange Expenses in Planned Spending

  Active purdnost 41 views 2 comments 5 points Most recent by pawebb August 2023Feature Requests
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  Feature request to budget from paycheck to paycheck (edited)

  Closed gab1972 91 views 2 comments 1 point Most recent by Coach Natalie August 2023Using the Spending Plan
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  Ability to sort or rearrange Savings Goals in the Spending Plan (edited)

  Active pawebb 31 views 0 comments 2 points Started by pawebb August 2023 Feature Requests