Spending Plan

Discussion List

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  Can I set custom budget dates in Simplifi?

  Closed thriftytiger101 144 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 63 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 76 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 44 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 192 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 52 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 158 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 34 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 51 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 105 views 2 comments 0 points Most recent by DannyB March 2025Using the Spending Plan
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  8

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

  Active jsy42 53 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 215 views 6 comments 16 points Most recent by drjdub55 March 2025Feature Requests
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  48

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  Integrate an "envelope" style budgeting system (edited)

  Active David Lyons 1.2K views 18 comments 48 points Most recent by rrodwell March 2025Feature Requests
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  My bills Are Not Linking to the Spending Plan

  Closed DigiFarmz 195 views 13 comments 0 points Most recent by Coach Jon March 2025Using the Spending Plan
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  Recurring Series not Ending on End Date

  RobWilk 104 views 7 comments 0 points Most recent by Coach Jon March 2025Report a Bug
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  Request- Indicate bank balance with total rollover amount deducted from it

  Closed BenB 436 views 22 comments 1 point Most recent by BenB March 2025Using the Spending Plan
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  Is there a way to create a spending plan for your business?

  Answered ✓ Closed Elh Publishing 41 views 1 comment 0 points Most recent by Coach Jon March 2025General Troubleshooting
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  Mobile App: Show the 'Available' amount when drilled into Spending Plan sections (edited)

  Active BenB 61 views 6 comments 1 point Most recent by Coach Natalie March 2025Feature Requests
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  We're looking for seasoned Spending Plan users!

  Closed Coach Natalie 72 views 3 comments 1 point Most recent by TiggerTrainer March 2025Feedback
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  February '25 Wrap-up, A Just for Fun Post

  Closed DannyB 23 views 0 comments 1 point Most recent by DannyB March 2025Share your Success!
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  Monthly recurring transfers "exclude from spending plan and reports" selection changes monthly.

  Closed Aldority 11 views 1 comment 0 points Most recent by Coach Kristina March 2025Report a Bug
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  Spending Plan Transfers not calculating correctly

  Closed pawebb 168 views 8 comments 0 points Most recent by Coach Natalie February 2025Report a Bug
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  Include Investment Transactions in Spending Plan & Pull Average Cost from Fidelity

  Closed Ankitkumar 113 views 3 comments 1 point Most recent by SRC54 February 2025Using the Spending Plan
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  Total Spending Left for the Month

  Closed Jay8 63 views 3 comments 2 points Most recent by Coach Jon February 2025Using the Spending Plan