Spending Plan

Discussion List

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  Why are "one time" bills excluded from spending plan even though the are unchecked?

  Answered ✓ Closed jivewalrus 47 views 1 comment 0 points Most recent by DannyB November 2024Bills and Income
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  October Wrap-up: No Tricks, Mostly Treats (A Just for Fun Post)

  Closed DannyB 21 views 0 comments 2 points Started by DannyB November 2024 Share your Success!
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  I have transactions that show up in reports but not in the spending plan.

  Closed Duwain 21 views 3 comments 0 points Most recent by Duwain October 2024Troubleshooting
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  Why does Simplifi say I have available money when I don't?

  Closed monkeybudget 135 views 9 comments 0 points Most recent by DannyB October 2024Using the Spending Plan
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  Spending Plan adding new accounts won’t save and shows error

  Closed K Alger 2 views 1 comment 0 points Most recent by SRC54 October 2024Report a Bug
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  Recording Venmo Transaction

  Closed VermillionSands 102 views 2 comments 0 points Most recent by VermillionSands October 2024Troubleshooting
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  Using a Savings Goal to Track "Left at end of month"

  Closed DannyB 136 views 2 comments 2 points Most recent by DannyB October 2024How do you Quicken Simplifi?
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  Spending Plan showing transactions that are marked as "excludedFromSpendingPlan"

  Closed mercdomi 11 views 1 comment 0 points Most recent by Coach Natalie September 2024Troubleshooting
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  Bills not showing up in spending plan

  Closed barrett 322 views 3 comments 0 points Most recent by Coach Natalie September 2024Report a Bug
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  Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

  Active RockLee 13 views 0 comments 5 points Started by RockLee September 2024 Feature Requests
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  How can I monitor spending by category AND tag?

  Answered ✓ Closed tylertervooren 90 views 2 comments 1 point Most recent by tylertervooren September 2024How do you Quicken Simplifi?
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  Completed savings goal still showing as “not contributed” in my spending plan?

  Answered ✓ Closed Erin 57 views 3 comments 0 points Most recent by DannyB September 2024Using Savings Goals
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  Add Rollover for recurring income

  Closed All Talk 40 views 2 comments 3 points Most recent by SRC54 September 2024Feedback
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  Spending Plan data is missing (edited)

  Closed BobM 45 views 3 comments 0 points Most recent by SRC54 September 2024Report a Bug
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  Some of my upcoming bills are showing as "Paid" even though the date is in the future (edited)

  Closed rskolin 21 views 2 comments 0 points Most recent by rskolin September 2024Using the Spending Plan
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  Recurring Income and the Spending Plan

  Closed RobertoT 55 views 6 comments 0 points Most recent by UrsulaA September 2024Bills and Income
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  14
  Customizable Columns in the Spending Plan (edited)

  Completed Closed EL1234 303 views 29 comments 14 points Most recent by EL1234 September 2024Feature Requests
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  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Active UrsulaA 23 views 3 comments 4 points Most recent by EL1234 September 2024Feature Requests
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  Transfers not showing up in the Spending Plan

  Closed Kseniya 103 views 12 comments 0 points Most recent by Coach Natalie September 2024Report a Bug
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  Spending Plan Versus Budget

  Closed UrsulaA 275 views 3 comments 2 points Most recent by UrsulaA August 2024FAQ Section
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  Top 10 Spending Plan Feature Requests

  Closed UrsulaA 61 views 0 comments 7 points Started by UrsulaA August 2024 FAQ Section
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  Rethinking Rollover "vs" Savings Goal for non-monthly recurring expenses

  Closed DannyB 54 views 0 comments 4 points Started by DannyB August 2024 How do you Quicken Simplifi?
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  Spending Plan Income dissappearing

  Closed Max1223 251 views 33 comments 1 point Most recent by Coach Natalie August 2024Report a Bug
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  How do you budget? (A just for fun post)

  Closed DannyB 128 views 8 comments 3 points Most recent by DannyB August 2024How do you Quicken Simplifi?
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  Spending Plan: month to month confusion

  Answered ✓ Closed jonandkiley 52 views 3 comments 0 points Most recent by jonandkiley August 2024Troubleshooting
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  Question about recurring Transfer

  Answered ✓ Closed CROforce 32 views 2 comments 0 points Most recent by CROforce August 2024Troubleshooting
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  Ability to view Spending Plan for the whole year

  Active Micha9 212 views 11 comments 21 points Most recent by tschoon August 2024Feature Requests