Spending Plan

Discussion List

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  I like the software but would love a few improvements!

  Closed LucyTheCat 21 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 266 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 11 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 51 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 121 views 8 comments 0 points Most recent by Gnnd May 2025Using the Spending Plan
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  Feature Questions & Feedback

  Closed arknemsis 51 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 322 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 41 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 32 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 94 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 101 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 41 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 62 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 157 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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  12
  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 122 views 3 comments 0 points Most recent by John Dressel April 2025Using the Spending Plan
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  Spending Plan Frustration

  Closed Michellejs 34 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 11 views 1 comment 0 points Most recent by DannyB March 2025Using the Spending Plan
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  Tool to save money for a hobby (not a specific purchase).

  Closed Joezappie 41 views 3 comments 2 points Most recent by DannyB March 2025Using the Spending Plan
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  Planned Spending vs. Actuals YTD

  Closed MotorCityCanuck 81 views 2 comments 0 points Most recent by DannyB March 2025Using the Spending Plan
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  8

  Up Down
  Add an "overspent" visual cue to Planned Spending (edited)

  Active jsy42 31 views 2 comments 8 points Most recent by Flopbot March 2025Feature Requests
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  Merged: Notes field to remained checked ON in Reports, Watchlist and Spending Plan registers

  Closed Max1223 1 view 0 comments 1 point Most recent by Max1223 March 2025Feature Requests
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  16

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  Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

  Active paleosteve 211 views 6 comments 16 points Most recent by drjdub55 March 2025Feature Requests