Spending Plan

Discussion List

• 
  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  Closed nrp06 127 views 16 comments 0 points Most recent by Coach Natalie January 16Troubleshooting
• 
  New to budgeting - handling unexpected expense

  Closed Thinking 24 views 2 comments 0 points Most recent by EL1234 January 15Using the Spending Plan
• 
  5

  Up Down
  Ability to color code/filter Bills, Income, Subscriptions, and Transfers in the Spending Plan

  Active TwelveSilverPennies 27 views 1 comment 5 points Most recent by TwelveSilverPennies January 14Feature Requests
• 
  Spending Plan - Adjusting for Paycheck Coming in prior month

  Closed fantasmic 25 views 2 comments 0 points Most recent by SRC54 January 10Using the Spending Plan
• 
  152

  Up Down
  Break down Annual/Bi-Annual Expenses to a monthly amount in Spending Plan [edited] (6 Merged Votes)

  In Review AAAAHHHHHHHH 2.9K views 68 comments 152 points Most recent by Budgeting101 January 7Feature Requests
• 
  Record Savings for 2025

  Closed SRC54 18 views 0 comments 1 point Started by SRC54 January 7 Share your Success!
• 
  4

  Up Down
  Spending Plan available spending per week (edited)

  Active joroad 22 views 5 comments 4 points Most recent by Coach Natalie January 7Feature Requests
• 
  3

  Up Down
  Spending Plan Dashboard Widget - please show income & spending

  Active the_scottster 41 views 1 comment 3 points Most recent by Coach Natalie January 7Feature Requests
• 
  Transactions not showing in Spending Plan (edited)

  Closed Chrisg60 20 views 1 comment 0 points Most recent by SRC54 January 6Using the Spending Plan
• 
  Spending Plan should include existing account balances

  Closed Joe M 16 views 2 comments 0 points Most recent by EL1234 January 4Using the Spending Plan
• 
  3

  Up Down
  Merge the Spending Plan with the Bills & Income view (edited)

  Active Whreyel 27 views 2 comments 3 points Most recent by SRC54 January 4Feature Requests
• 
  4

  Up Down
  Spending Plan: Add hashmarks to the circle graph to show relative progress (edited)

  Active LDC 22 views 2 comments 4 points Most recent by Whreyel January 3Feature Requests
• 
  Inaccurate Email Message

  Closed laurelmarie12 21 views 1 comment 1 point Most recent by Coach Natalie January 2Report a Bug
• 
  3

  Up Down
  Ability to group Income and Bills by Category or Payee in the Spending Plan (edited)

  Active EL1234 14 views 0 comments 3 points Started by EL1234 January 2 Feature Requests
• 
  5

  Up Down
  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
• 
  Budget Flexibility - paychecks vs months

  Closed Aj28 27 views 1 comment 0 points Most recent by SRC54 December 2025Feedback
• 
  When DFAS deposit comes in early how do you add in Simplifi and not change my January spending plan

  Answered ✓ Closed teresalcarroll 65 views 6 comments 0 points Most recent by EL1234 December 2025Managing Your Transactions
• 
  Can recurring reminders be automatically entered as pending transactions the day of? (edited)

  Answered ✓ Closed eeb4th 90 views 7 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
• 
  0
  Use Transaction Detail modal for 'Edit transaction' in Bills & Income of the Spending Plan (edited)

  Completed Closed RobWilk 91 views 3 comments 0 points Most recent by RobWilk December 2025Feature Requests
• 
  Transfers are not Bills!

  Closed donnajean 401 views 40 comments 1 point Most recent by EL1234 December 2025Using the Spending Plan
• 
  15

  Up Down
  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 120 views 7 comments 15 points Most recent by EL1234 December 2025Feature Requests
• 
  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Closed DryHeat 112 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
• 
  Some current Savings Goals not showing up in Spending Plan (edited)

  Closed DryHeat 139 views 10 comments 0 points Most recent by EL1234 December 2025Troubleshooting
• 
  1

  Up Down
  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
• 
  2

  Up Down
  Ability to hide excluded items from the Bills section of the Spending Plan (edited)

  Active JuMelo 13 views 0 comments 2 points Started by JuMelo December 2025 Feature Requests
• 
  10

  Up Down
  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 232 views 9 comments 10 points Most recent by TiggerTrainer December 2025Feature Requests
• 
  How do I show third level categories transactions in [planned spend]?

  Answered ✓ Closed PatD 173 views 17 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
• 
  1

  Up Down
  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 36 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests
• 
  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
• 
  46

  Up Down
  Release Partial Amount of Planned Spending/Transfer Available to Cover Overages (edited)

  Active Flopbot 371 views 17 comments 46 points Most recent by DannyB November 2025Feature Requests