Spending Plan

Discussion List

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  Spending Plan should include existing account balances

  Closed Joe M 12 views 2 comments 0 points Most recent by EL1234 January 4Using the Spending Plan
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  Merge the Spending Plan with the Bills & Income view (edited)

  Active Whreyel 23 views 2 comments 3 points Most recent by SRC54 January 4Feature Requests
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  Spending Plan: Add hashmarks to the circle graph to show relative progress (edited)

  Active LDC 21 views 2 comments 4 points Most recent by Whreyel January 3Feature Requests
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  Inaccurate Email Message

  Closed laurelmarie12 12 views 1 comment 0 points Most recent by Coach Natalie January 2Report a Bug
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  Ability to group Income and Bills by Category or Payee in the Spending Plan (edited)

  Active EL1234 12 views 0 comments 3 points Started by EL1234 January 2 Feature Requests
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  Suggested changes for clicking on Savings Goals from the Spending Plan (edited)

  Active pawebb 31 views 1 comment 5 points Most recent by Coach Natalie December 2025Feature Requests
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  Budget Flexibility - paychecks vs months

  Closed Aj28 24 views 1 comment 0 points Most recent by SRC54 December 2025Feedback
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  When DFAS deposit comes in early how do you add in Simplifi and not change my January spending plan

  Answered ✓ Closed teresalcarroll 47 views 6 comments 0 points Most recent by EL1234 December 2025Managing Your Transactions
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  Can recurring reminders be automatically entered as pending transactions the day of? (edited)

  Answered ✓ Closed eeb4th 76 views 7 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
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  Use Transaction Detail modal for 'Edit transaction' in Bills & Income of the Spending Plan (edited)

  Completed Closed RobWilk 85 views 3 comments 0 points Most recent by RobWilk December 2025Feature Requests
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  Transfers are not Bills!

  Closed donnajean 307 views 40 comments 1 point Most recent by EL1234 December 2025Using the Spending Plan
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  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 106 views 7 comments 14 points Most recent by EL1234 December 2025Feature Requests
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  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Closed DryHeat 92 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
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  Some current Savings Goals not showing up in Spending Plan (edited)

  Closed DryHeat 117 views 10 comments 0 points Most recent by EL1234 December 2025Troubleshooting
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  Separate Planned Spend rollover buckets from non-rollover buckets

  Active DannyB 31 views 1 comment 1 point Most recent by Jenny T December 2025Feature Requests
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  Ability to hide excluded items from the Bills section of the Spending Plan (edited)

  Active JuMelo 12 views 0 comments 2 points Started by JuMelo December 2025 Feature Requests
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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 214 views 9 comments 10 points Most recent by TiggerTrainer December 2025Feature Requests
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  How do I show third level categories transactions in [planned spend]?

  Answered ✓ Closed PatD 171 views 17 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
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  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 32 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests
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  QBP: Are business expenses 'supposed' to be excluded from the spending plan?

  Closed RobWilk 32 views 1 comment 0 points Most recent by DryHeat November 2025General Troubleshooting
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  Release Partial Amount of Planned Spending/Transfer Available to Cover Overages (edited)

  Active Flopbot 369 views 17 comments 46 points Most recent by DannyB November 2025Feature Requests
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  Add a Spending Plan Report for Trends and "What If" Scenarios [edited] (3 Merged Votes)

  Active Ciarroni 465 views 5 comments 6 points Most recent by Coach Natalie November 2025Feature Requests
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  Manually link transfers to each other

  Closed paradisfm 43 views 3 comments 0 points Most recent by RickS November 2025Managing Your Transactions
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 982 views 45 comments 35 points Most recent by flintster_99 November 2025Feature Requests
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  Spending plan expenses disappeared (edited)

  Closed Ruonline 21 views 1 comment 0 points Most recent by SRC54 November 2025Using the Spending Plan
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  Improve Budgeting Feature

  Closed eteam49ers 55 views 1 comment 3 points Most recent by Coach Jon November 2025Using the Spending Plan
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  How to use completed savings goals

  Answered ✓ Closed Mike B 42 views 4 comments 0 points Most recent by Mike B November 2025Feedback