Spending Plan

Discussion List

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  Savings Goal Changes for History

  Closed Bowlesace 11 views 1 comment 1 point Most recent by Coach Kristina June 2025Troubleshooting
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  Ability to Create Smart Expenses in Planned Spending (edited)

  Active killweav 32 views 1 comment 3 points Most recent by Coach Natalie June 2025Feature Requests
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  Spending Plan- Transaction Activity- Manage Columns

  Closed LadyDorian 11 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  Truly Handle Fidelity Cash Management Account (CMA) as Checking, not Investment

  Closed ndurand 250 views 3 comments 2 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Spending Plan "Income after bills & savings" needs to subtract SG contributions

  Closed RiversideKid 63 views 8 comments 1 point Most recent by Coach Natalie June 2025Troubleshooting
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  I like the software but would love a few improvements!

  Closed LucyTheCat 22 views 1 comment 0 points Most recent by DannyB June 2025Feedback
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  Spending Plan Pie Chart

  Answered ✓ Closed DannyB 31 views 2 comments 1 point Most recent by DannyB May 2025Using the Spending Plan
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  How Do I Handle a Reimbursement from my Employer?

  Closed housetr 195 views 10 comments 0 points Most recent by EL1234 May 2025Managing Your Transactions
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  What to do with a recurring reminder when one has a credit and no balance due?

  Answered ✓ Closed DannyB 12 views 1 comment 0 points Most recent by Coach Natalie May 2025Bills and Income
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  Transfers from my Checking account to my IRA are not appearing as linked transfers.

  Closed jsmith1234 52 views 8 comments 0 points Most recent by DryHeat May 2025Using Transfers
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  Spending Plan forced Bill connect

  Closed marksomebody 11 views 2 comments 0 points Most recent by Coach Kristina May 2025Troubleshooting
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  Spending Plan "overspent"

  Closed cchristian6 31 views 1 comment 0 points Most recent by SRC54 May 2025Using the Spending Plan
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  Spending plan feature can’t handle transfers (edited)

  Closed Gnnd 97 views 8 comments 0 points Most recent by Gnnd May 2025Using the Spending Plan
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  Feature Questions & Feedback

  Closed arknemsis 46 views 4 comments 0 points Most recent by Coach Natalie May 2025Feedback
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  Some subscriptions displayed in the Spending Plan Bills section

  Closed ajbopp 305 views 18 comments 0 points Most recent by Coach Natalie May 2025Report a Bug
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  Freedom Credit Union Transactions Don't Sync

  Closed vmorgs 42 views 7 comments 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Spending Plan Layout

  Closed BHazeltine 11 views 1 comment 0 points Most recent by Coach Jon May 2025Feedback
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  Spending Plan Linking to Transaction Issues.

  Answered ✓ Closed RonH2K 31 views 3 comments 0 points Most recent by DannyB May 2025Using the Spending Plan
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  Ability to roll over unallocated funds

  Closed Antipode51 85 views 3 comments 1 point Most recent by SRC54 May 2025Getting Started
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  Can I set custom budget dates in Simplifi?

  Closed thriftytiger101 88 views 10 comments 0 points Most recent by thriftytiger101 April 2025Using the Spending Plan
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  How do I roll over available uncategorized funds month to month?

  Closed Antipode51 42 views 3 comments 0 points Most recent by SRC54 April 2025Using the Spending Plan
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  Is there any way to get rid of Spending Plan?

  Closed sjc314 46 views 4 comments 0 points Most recent by sjc314 April 2025Using the Dashboard
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  How do Planned Spending Expenses change over time?

  Closed SavingPennies4Boba 31 views 5 comments 0 points Most recent by Coach Jon April 2025Using the Spending Plan
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  Simplifi program counts 401k and other paycheck deductions as expenses (edited)

  Closed chicago89 135 views 3 comments 0 points Most recent by Coach Kristina April 2025Managing Your Transactions
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  Merged: Spending Plans modified

  Closed cbishop1965 1 view 0 comments 0 points Most recent by RobWilk April 2025Feature Requests
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  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Completed Closed UrsulaA 51 views 3 comments 12 points Most recent by UrsulaA April 2025Feature Requests
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  Why Spending Plan doesn't match actuals at month-end

  Answered ✓ Closed John Dressel 107 views 3 comments 0 points Most recent by John Dressel April 2025Using the Spending Plan
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  Spending Plan Frustration

  Closed Michellejs 31 views 3 comments 1 point Most recent by RobWilk April 2025Troubleshooting
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  payments from savings

  Answered ✓ Closed chicago89 31 views 1 comment 0 points Most recent by Coach Kristina March 2025Using the Spending Plan
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  Total amount remaining in plan to be spent

  Closed BenB 12 views 1 comment 0 points Most recent by DannyB March 2025Using the Spending Plan