Spending Plan

Discussion List

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  We're looking for feedback on the Spending Plan!

  Closed Coach Natalie 94 views 1 comment 1 point Most recent by nrp06 June 2025Feedback
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  New Recurring Transactions not showing up in the Spending Plan (edited)

  Closed CarpetGuy 53 views 3 comments 0 points Most recent by Coach Natalie June 2025Using the Spending Plan
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  Sweeping "left at end of month" Into... ?

  Closed DannyB 13 views 0 comments 0 points Most recent by DannyB June 2025The Water Cooler
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  Will Bills in spending plan automatically update based on changes made to recurring bills?

  Closed cloudquick 73 views 9 comments 0 points Most recent by SRC54 June 2025Using the Spending Plan
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  Spending Plan Planning Page

  Active DannyB 13 views 0 comments 4 points Most recent by DannyB June 2025Feature Requests
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  Savings Goal Changes for History

  Closed Bowlesace 12 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 31 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 12 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 346 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 106 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 24 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 301 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 53 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 122 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 323 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 45 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 33 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 95 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 102 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 43 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 64 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 37 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 163 views 3 comments 0 points Most recent by Coach Kristina April 2025Managing Your Transactions