Discussion List

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

  Active pawebb 31 views 0 comments 3 points Started by pawebb August 2023 Feature Requests
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  Another "Just-for-fun" post: Budgeting, Bank Balances & Simplifi

  Closed DannyB 61 views 0 comments 1 point Started by DannyB August 2023 How do you Quicken Simplifi?
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  Bills vs Planned Spending (edited)

  Answered ✓ Closed Diver4242 798 views 1 comment 0 points Most recent by DannyB August 2023Bills and Income
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  The Monthly Rollover

  Answered ✓ Closed pawebb 523 views 2 comments 1 point Most recent by DannyB August 2023Using the Spending Plan
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  How to remove investment income from my Spending Plan?

  Answered ✓ Closed System 134 views 3 comments 0 points Most recent by DEA3 August 2023Troubleshooting
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  Add a tooltip or a "View All Bubbles" option for releasing Other Spending bubbles (edited)

  Active pawebb 72 views 4 comments 2 points Most recent by pawebb August 2023Feature Requests
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  Trying to figure out what I'm missing here

  Closed benk 121 views 5 comments 0 points Most recent by DannyB August 2023Troubleshooting
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  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
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  Should I exclude or include transfers to G-kids custodial accounts?

  Answered ✓ Closed DannyB 53 views 3 comments 0 points Most recent by DannyB August 2023Using the Spending Plan
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  July Final Percentages

  Closed DannyB 52 views 2 comments 2 points Most recent by DannyB August 2023Share your Success!
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  To ignore transfers or not to ignore transfers. That is the question.

  Answered ✓ Closed Flopbot 330 views 2 comments 0 points Most recent by Coach Natalie July 2023Using the Spending Plan
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  Track spending plan from tags rather than categories?

  Answered ✓ Closed dereckmezquita 225 views 3 comments 0 points Most recent by Coach Natalie July 2023Using the Spending Plan
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  How does making a withdrawal affect this months contributions for the month?

  Answered ✓ Closed DannyB 91 views 4 comments 0 points Most recent by DannyB July 2023Using Savings Goals
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  R.E. Tell us how you plan to track your vacation in Simplifi

  Closed DannyB 363 views 3 comments 1 point Most recent by DannyB July 2023Managing Your Transactions
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  (Once again...) How do I account for a partial transaction coming from a Savings Goal?

  Answered ✓ Closed myllanac 71 views 3 comments 0 points Most recent by Coach Natalie July 2023Using Savings Goals
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  Spending Plan Date Picker for Reminders on Web App (edited)

  Closed Flopbot 121 views 7 comments 0 points Most recent by Coach Natalie July 2023Report a Bug
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  Ability to create transfers to/from internal Simplifi accounts (edited)

  Already Offered Closed avihawver 101 views 1 comment 1 point Most recent by Coach Natalie July 2023Feature Requests
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  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
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  Investment Transactions & Spending Plan

  Closed mellis87 215 views 3 comments 0 points Most recent by mellis87 July 2023Using the Spending Plan
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  Reflections on using Savings Goals to handle non-monthly/annual/semiannual expenses

  Closed DannyB 312 views 5 comments 1 point Most recent by Flopbot July 2023Using Savings Goals
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  Use Transaction Detail modal for 'Edit transaction' in Bills & Income of the Spending Plan (edited)

  Active RobWilk 61 views 1 comment 0 points Most recent by Coach Natalie June 2023Feature Requests
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  Merged: Add more options for bill frequency like "every 3 weeks", "every 4 months" etc

  ecoffey23 1 view 0 comments 1 point Started by ecoffey23 June 2023 Feature Requests