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Spending Plan
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Discussion List
Share your feedback regarding the new 'Transfers' bucket in the Spending Plan here!
Closed
Coach Natalie
525
views
30
comments
0
points
Most recent by
Coach Natalie
March 20
Feedback
I am new to Simplifi and want to create a budget. Are there ways to make this work?
Answered ✓
Closed
etboat2b
59
views
2
comments
0
points
Most recent by
ajbopp
March 20
Getting Started
Help with Planned Spending, Recurring, and Cash Flow
Closed
System
50
views
3
comments
0
points
Most recent by
DannyB
March 19
Using the Spending Plan
We want your feedback on the Spending Plan!
Closed
Coach Natalie
8.6K
views
282
comments
8
points
Most recent by
Coach Natalie
March 19
Announcements
8
Up
Down
Ability to view Spending Plan for the whole year
Active
Micha9
53
views
6
comments
8
points
Most recent by
Charlie O
March 18
Feature Requests
Release Available for Spending resets forward Spending Plan amounts back to some earlier values
Closed
RoRo
40
views
2
comments
0
points
Most recent by
RoRo
March 18
Report a Bug
Merged: Spending Plan: Contribute to Last Month's Savings Goals
simpli_matt
12
views
0
comments
1
point
Started by
simpli_matt
March 16
Feature Requests
No ROLLOVER budgets… (edited)
Closed
Bishop
82
views
2
comments
0
points
Most recent by
Bishop
March 15
Feedback
[SOLVED]Spending Plan: Planned spending not updating transactions; savings goals not loading
Closed
Tanner
42
views
1
comment
0
points
Most recent by
Coach Jon
March 14
Troubleshooting
Planned spending and "total allotted" do not match.
Closed
SomberProfit
48
views
4
comments
0
points
Most recent by
Coach Natalie
March 13
Report a Bug
5
Up
Down
Stop Savings Goals from counting in the Spending Plan upon expected completion (edited)
Active
Md2023
64
views
1
comment
5
points
Most recent by
birbyb
March 13
Feature Requests
dark mode Spending Plan/Bills title bar sub info in blue under dollar amount very difficult to read
Closed
millsmn
116
views
13
comments
0
points
Most recent by
meoge
March 12
Feedback
Duplicated Bill in Spending Plan when linking transaction to series
Closed
Wedo778
21
views
1
comment
0
points
Most recent by
Coach Jon
March 11
Using the Spending Plan
Transfers from a retirement account into checking do not show up in the spending plan
Closed
HomeBudget
26
views
2
comments
0
points
Most recent by
HomeBudget
March 10
Troubleshooting
Mint changed my brain
Closed
Archaea
91
views
7
comments
0
points
Most recent by
Flopbot
March 9
Introduce yourself!
recurring linked transfer not reflected in spending plan
Closed
lindseybg
49
views
1
comment
0
points
Most recent by
RobWilk
March 9
Using the Spending Plan
Changing a Spending Plan Reverts Back
Closed
cowboydude99
51
views
6
comments
1
point
Most recent by
cowboydude99
March 7
Report a Bug
Planned Spending not pulling in subcategories (edited)
Closed
BGS
47
views
3
comments
0
points
Most recent by
UrsulaA
March 7
Using the Spending Plan
8
Up
Down
Add other options besides "Monthly" to planned contributions for Savings Goals (edited)
Active
Flopbot
19
views
1
comment
8
points
Most recent by
Coach Natalie
March 6
Feature Requests
Suggestion for Spending Plan
Closed
CWW
73
views
6
comments
1
point
Most recent by
DannyB
March 6
Feedback
Transfer Series Exclusion Discrepancy
Answered ✓
Closed
suL33T
50
views
5
comments
0
points
Most recent by
suL33T
March 4
Report a Bug
Is there a way to report the spending plan for the balance of the year?
Answered ✓
Closed
topcat69
46
views
3
comments
0
points
Most recent by
topcat69
March 4
Using the Spending Plan
119
Up
Down
Break down Annual/Bi-Annual Expenses to a monthly amount in Spending Plan [edited] (6 Merged Votes)
Active
AAAAHHHHHHHH
1.9K
views
44
comments
119
points
Most recent by
UrsulaA
March 4
Feature Requests
One side of transfer missing from 'transfers bucket'
Closed
RobWilk
41
views
4
comments
0
points
Most recent by
Coach Natalie
March 4
Report a Bug
Completely custom spending plan categories
Closed
Jamcones
38
views
1
comment
1
point
Most recent by
Coach Kristina
March 3
Using the Spending Plan
-2
Up
Down
Ability to exclude 'paid' items from the Bills total in the Spending Plan (edited)
Active
JuMelo
32
views
0
comments
-2
points
Started by
JuMelo
March 2
Feature Requests
7
Up
Down
Make releasing Planned Spending funds optional/suppress notifications about closing (edited)
Active
UrsulaA
133
views
4
comments
7
points
Most recent by
William K
March 2
Feature Requests
75
Up
Down
Mobile Phone Widgets for 'Spending Plan' and 'Upcoming' [edited] (1 Merged Vote)
In Review
HSC
882
views
25
comments
75
points
Most recent by
rhayle
March 1
Feature Requests
Merged: Change Monthly Category Spending to Budget
William K
37
views
0
comments
1
point
Started by
William K
March 1
Feature Requests
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