Spending Plan

Discussion List

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  Blank Spending plan

  Closed Cschaumburg 331 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 154 views 4 comments 2 points Most recent by Coastal January 26Feedback
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  Use green font for positive amounts in the Bills section of the Spending Plan (edited)

  Active DryHeat 52 views 1 comment 6 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 345 views 16 comments 0 points Most recent by Coach Natalie January 16Troubleshooting
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  New to budgeting - handling unexpected expense

  Closed Thinking 71 views 2 comments 0 points Most recent by EL1234 January 15Using the Spending Plan
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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 66 views 2 comments 0 points Most recent by SRC54 January 10Using the Spending Plan
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  Record Savings for 2025

  Closed SRC54 52 views 0 comments 3 points Most recent by SRC54 January 7Share your Success!
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  Spending Plan available spending per week (edited)

  Active joroad 59 views 5 comments 4 points Most recent by Coach Natalie January 7Feature Requests
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  Spending Plan Dashboard Widget - please show income & spending

  Active the_scottster 53 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 61 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 42 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 84 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 36 views 2 comments 4 points Most recent by Whreyel January 3Feature Requests
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  Inaccurate Email Message

  Closed laurelmarie12 30 views 1 comment 1 point 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 13 views 0 comments 4 points Most recent by EL1234 January 2Feature Requests
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  Suggested changes for clicking on Savings Goals from the Spending Plan (edited)

  Active pawebb 38 views 1 comment 5 points Most recent by Coach Natalie December 2025Feature Requests
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  Budget Flexibility - paychecks vs months

  Closed Aj28 73 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 159 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 197 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 115 views 3 comments 0 points Most recent by RobWilk December 2025Feature Requests
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  Transfers are not Bills!

  Closed donnajean 841 views 40 comments 1 point Most recent by EL1234 December 2025Using the Spending Plan
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  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Closed DryHeat 197 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 238 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 41 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 16 views 0 comments 2 points Most recent by JuMelo December 2025Feature Requests
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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 360 views 9 comments 12 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 356 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 66 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 53 views 1 comment 0 points Most recent by DryHeat November 2025General Troubleshooting