Spending Plan

American Express Missing Transaction

Closed Max1223 51 views 1 comment 0 points Most recent by Coach Jon April 8Troubleshooting

Planned Spending: Deleting series only deletes current month

Closed ajbopp 36 views 4 comments 0 points Most recent by ajbopp April 8Report a Bug

Spending Plan changes not being saved

Closed amandamae333 26 views 1 comment 0 points Most recent by Coach Jon April 8Troubleshooting

Spending plan is gone (edited)

Closed kathyandrews2121 36 views 2 comments 0 points Most recent by Coach Jon April 8Troubleshooting

Spending Plan not including all monthly bills and subscriptions

Closed jmoe 94 views 5 comments 0 points Most recent by DannyB April 6Using the Spending Plan

49

Ability to Have Multiple Spending Plans [edited] (2 Merged Votes)

Active acr 791 views 26 comments 49 points Most recent by kis87988 April 5Feature Requests

I need to see SPENDING SO FAR this month

Closed pixie813 44 views 1 comment 0 points Most recent by Coach Jon April 5Feedback

Is there a way to get a comprehensive report of "Planned Spending"

Closed Matt n Susi 42 views 1 comment 0 points Most recent by RobWilk April 5Using the Spending Plan

Hello - Budget/Spending plan suggestions (edited)

Closed Paul321 113 views 7 comments 0 points Most recent by ajbopp April 5Using the Spending Plan

Merged: Spending Plan Summary Amount(s) not updating after settings custom amount for savings goal …

RobWilk 1 view 0 comments 0 points Started by RobWilk April 4 Report a Bug

Cannot turn off Rollovers

Closed Max1223 52 views 2 comments 0 points Most recent by Max1223 April 2Report a Bug

Recurring Income payment came on 29th, but it's for April..April Spending Plan Unaware..

Answered ✓ Closed VermillionSands 34 views 2 comments 0 points Most recent by VermillionSands April 2Using the Spending Plan

Categorize a whole card!

Closed Pixels 23 views 1 comment 1 point Most recent by Coach Natalie April 2Using the Spending Plan

Merged: Spending plan totals

eadkins20 1 view 0 comments 1 point Started by eadkins20 April 2 Feature Requests

Report showing current (and anticipated) spending vs. monthly income

Answered ✓ Closed santoshamb 51 views 3 comments 0 points Most recent by santoshamb April 1Using Reports

Merged: Spending Plan - By Account

hi_there 1 view 0 comments 1 point Started by hi_there March 30 Feature Requests

Best way to track irregular/quarterly income

Closed jeggen 66 views 3 comments 0 points Most recent by Coach Jon March 29Using the Spending Plan

Other Spending doesn't list everything it should in the table

Closed ajbopp 31 views 3 comments 0 points Most recent by Coach Natalie March 29Report a Bug

Merged: Budget time progress bar

misha142 1 view 0 comments 1 point Started by misha142 March 29 Feature Requests

Spending Plan & Watchlists still not counting any transactions

Closed ejs 49 views 1 comment 0 points Most recent by Coach Natalie March 28Report a Bug

Recurring transfers excluded from spending plan

Closed Maxent39 49 views 2 comments 0 points Most recent by Maxent39 March 27Report a Bug

Desktop website Spending Plan footer is hiding entries of the last category.

Closed Aviian 42 views 5 comments 1 point Most recent by Coach Natalie March 26Report a Bug

0

Have recurring transactions show up in planned spending (edited)

Active GirlFriday715 376 views 15 comments 0 points Most recent by shameed March 25Feature Requests

Cash Flow vs Budget vs Spending

Closed tshemphill 60 views 3 comments 0 points Most recent by UrsulaA March 25Troubleshooting

Ability to exclude whole accounts

Closed Lessthan 40 views 2 comments 1 point Most recent by Coach Kristina March 24Using the Spending Plan

4

Ability to create Planned Spending Expenses for Credit Card Payments and other Transfers (edited)

Active turb0 132 views 4 comments 4 points Most recent by bling March 24Feature Requests

Mobile App: Dashboard and Spending Plan are not in agreement

Closed ajbopp 35 views 1 comment 0 points Most recent by Coach Jon March 22Report a Bug

1

Integrate Planned Spending with Recurring Items in the Spending Plan (edited)

Active RobWilk 150 views 19 comments 1 point Most recent by RobWilk March 21Feature Requests

Share your feedback regarding the new 'Transfers' bucket in the Spending Plan here!

Closed Coach Natalie 550 views 30 comments 0 points Most recent by Coach Natalie March 20Feedback

I am new to Simplifi and want to create a budget. Are there ways to make this work?

Answered ✓ Closed etboat2b 120 views 2 comments 0 points Most recent by ajbopp March 20Getting Started

Spending Plan

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