Spending Plan

Discussion List

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  Bills also appearing as Other Spend in Spending Plan

  Closed Mortimer Duke 48 views 5 comments 0 points Most recent by DryHeat February 15Using the Spending Plan
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  How to change Custom Income in Spending Plan for all future months? (edited)

  Answered ✓ Closed amintzer 56 views 3 comments 0 points Most recent by Coach Natalie February 13Using the Spending Plan
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  8
  Deduct Future Dated Transactions from Left to Spend (not just Recurring) [edited]

  Completed Closed CEBrown 74 views 10 comments 8 points Most recent by EL1234 February 13Feature Requests
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  Some active goals show up in my spending plan as having $0 monthly contributions (edited)

  Closed Jerrod 166 views 12 comments 0 points Most recent by Coach Jon February 9Report a Bug
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  Savings Goal Not Adding Back to Spending Plan with Withdrawn

  Closed TiggerTrainer 29 views 3 comments 0 points Most recent by TiggerTrainer February 4Report a Bug
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  13

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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 86 views 7 comments 13 points Most recent by EL1234 February 3Feature Requests
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  Contributing to a goal doesn't update the "This Month" amount or the Spending Plan (edited)

  Closed rpulivarti 48 views 3 comments 0 points Most recent by DryHeat February 3Report a Bug
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  Spending Plan - How to include checking account balance?

  Closed djp2025 45 views 2 comments 0 points Most recent by DryHeat February 3Using the Spending Plan
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  10

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  Add an Account column to Bills and Income in the Spending Plan (edited)

  Active Gaberino 56 views 4 comments 10 points Most recent by jaywgraham February 1Feature Requests
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  Blank Spending plan

  Closed Cschaumburg 120 views 18 comments 0 points Most recent by Coach Jon January 30Troubleshooting
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  Annual Budgeting by Category/Sub-Category & Reporting

  Closed Coastal 89 views 4 comments 2 points Most recent by Coastal January 26Feedback
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  5

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  Use green font for positive amounts in the Bills section of the Spending Plan (edited)

  Active DryHeat 46 views 1 comment 5 points Most recent by SRC54 January 19Feature Requests
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  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  Closed nrp06 197 views 16 comments 0 points Most recent by Coach Natalie January 16Troubleshooting
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  New to budgeting - handling unexpected expense

  Closed Thinking 32 views 2 comments 0 points Most recent by EL1234 January 15Using the Spending Plan
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  5

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  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
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  Spending Plan - Adjusting for Paycheck Coming in prior month

  Closed fantasmic 24 views 2 comments 0 points Most recent by SRC54 January 10Using the Spending Plan
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  Record Savings for 2025

  Closed SRC54 26 views 0 comments 3 points Most recent by SRC54 January 7Share your Success!
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  4

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  Spending Plan available spending per week (edited)

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

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  Spending Plan Dashboard Widget - please show income & spending

  Active the_scottster 42 views 1 comment 3 points Most recent by Coach Natalie January 7Feature Requests
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  Transactions not showing in Spending Plan (edited)

  Closed Chrisg60 38 views 1 comment 0 points Most recent by SRC54 January 6Using the Spending Plan
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  Spending Plan should include existing account balances

  Closed Joe M 27 views 2 comments 0 points Most recent by EL1234 January 4Using the Spending Plan
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  3

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

  Active Whreyel 58 views 2 comments 3 points Most recent by SRC54 January 4Feature Requests
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  4

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  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
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  Inaccurate Email Message

  Closed laurelmarie12 22 views 1 comment 1 point Most recent by Coach Natalie January 2Report a Bug
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  4

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

  Active EL1234 14 views 0 comments 4 points Most recent by EL1234 January 2Feature Requests
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  5

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

  Active pawebb 32 views 1 comment 5 points Most recent by Coach Natalie December 2025Feature Requests
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  Budget Flexibility - paychecks vs months

  Closed Aj28 34 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 103 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 118 views 7 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions