Spending Plan

Discussion List

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  7

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  Enter Spending Plan/Budget in Table View

  Active sNashville 579 views 16 comments 7 points Most recent by donnajean June 1Feature Requests
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  15

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  Add feature to transfer funds from one goal to another

  Active LtDan1912 50 views 4 comments 15 points Most recent by CS1234 May 24Feature Requests
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  Exclusion settings for splits are not actually excluding from the spending plan & watchlist (edited)

  Closed Jean Velazquez 276 views 22 comments 0 points Most recent by Coach Jon May 22Report a Bug
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  Bill entries missing in the Spending Plan from month to month (edited)

  Closed Quinho 64 views 3 comments 0 points Most recent by Coach Kristina May 9Using the Spending Plan
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  30

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  Download Spending Plan to .XLS or .CSV

  Active breedpdx 275 views 10 comments 30 points Most recent by oldit51 May 8Feature Requests
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  48

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

  Active Flopbot 494 views 19 comments 48 points Most recent by EL1234 May 6Feature Requests
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  5

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  Recalculate how Planned Spending Totals work with Rollover (edited)

  Active bost.05 165 views 11 comments 5 points Most recent by TwelveSilverPennies May 6Feature Requests
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  Spending Plan information reset and disappearing

  Closed jonathanstarward 26 views 1 comment 0 points Most recent by Coach Jon May 5Report a Bug
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  Feedback and suggestions for Simplifi from a new user (multiple features)

  Closed leogibson 51 views 3 comments 0 points Most recent by EL1234 April 21Feedback
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  16

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

  Active DryHeat 183 views 9 comments 16 points Most recent by EL1234 April 19Feature Requests
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  11

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  Planned Spending - Add One-Time Expense that crosses Multiple Months

  Active Flopbot 143 views 8 comments 11 points Most recent by EL1234 April 17Feature Requests
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  Why does my Savings Goal appear in Spending Plan months past its target date?

  Answered ✓ Closed tylermdunn 53 views 4 comments 0 points Most recent by DryHeat April 15Using Savings Goals
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  Escrow and Investment Transfers in Spending Plan

  Closed SteadyTrajectory 141 views 11 comments 0 points Most recent by SteadyTrajectory April 11Troubleshooting
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Completed Closed buncha 5.2K views 138 comments 223 points Most recent by Coach Natalie April 10Feature Requests
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  3

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  Ability to close/minimize the Spending Plan 'Totals' panel on the Web App (edited)

  missyrae7 68 views 2 comments 3 points Most recent by missyrae7 April 2Feature Requests
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  Spending Plan: Upcoming credit card payment showing in both Bills and Other Spend

  Closed DryHeat 62 views 3 comments 0 points Most recent by Coach Jon April 2Troubleshooting
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  Trying to confirm transfer concept for including in Spending Plan (edited)

  Closed Redfrog09 17 views 2 comments 0 points Most recent by SRC54 April 1Using Transfers
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  Did I meet Budget

  Closed MDZ 44 views 3 comments 0 points Most recent by Coach Natalie March 31Feedback
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  Merged: Annual Budget

  Closed MDZ 11 views 0 comments 1 point Started by MDZ March 28 Feature Requests
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  9

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  Annual Spending Plan

  Active DannyB 301 views 25 comments 9 points Most recent by MDZ March 28Feature Requests
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  Planned Spend expense series not appearing in 2027 Spending Plan — known bug?

  Answered ✓ Closed stacyvance 42 views 4 comments 0 points Most recent by DryHeat March 28Using the Spending Plan
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  How to exclude part of a split from spending plan?

  Closed System 266 views 35 comments 0 points Most recent by DryHeat March 27Managing Your Transactions
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  "Delete Series" from the Edit Series window does not show a confirmation dialog (edited)

  Closed ajbopp 85 views 8 comments 1 point Most recent by Coach Natalie March 26Report a Bug
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  Spending plan for extended period

  Closed John Dressel 57 views 5 comments 0 points Most recent by SRC54 March 18Using the Spending Plan
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  How to Include Business Bills in Spending Plan? (edited)

  Closed KITS 29 views 1 comment 1 point Most recent by DryHeat March 18Using the Spending Plan
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  6

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  Ability to create Planned Spending Expenses for Credit Card Payments and other Transfers (edited)

  Active turb0 265 views 5 comments 6 points Most recent by jaywilk March 13Feature Requests
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  Spending update notification data seems to be incorrect (edited)

  Closed RobI 23 views 2 comments 0 points Most recent by RobI March 12Troubleshooting
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  4
  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Completed Closed UrsulaA 49 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests