Budgeting

Discussion List

• 
  Annual Budgeting by Category/Sub-Category & Reporting

  Coastal 47 views 4 comments 2 points Most recent by Coastal January 26Feedback
• 
  New to budgeting - handling unexpected expense

  Thinking 21 views 2 comments 0 points Most recent by EL1234 January 15Using the Spending Plan
• 
  Tax Change for Tax Year 2026 Regarding Charitable Deductions

  SRC54 19 views 0 comments 2 points Started by SRC54 January 7 The Water Cooler
• 
  Record Savings for 2025

  SRC54 18 views 0 comments 1 point Started by SRC54 January 7 Share your Success!
• 
  Budget Flexibility - paychecks vs months

  Aj28 24 views 1 comment 0 points Most recent by SRC54 December 2025Feedback
• 
  Improve Budgeting Feature

  Closed eteam49ers 57 views 1 comment 3 points Most recent by Coach Jon November 2025Using the Spending Plan
• 
  Can I change the monthly cycle date?

  Closed cowboy57 43 views 3 comments 0 points Most recent by DannyB November 2025Bills and Income
• 
  Simplifi Needs Better Support for Real-World Budgeting & Cash Flow Forecasting

  Closed cubateve 189 views 12 comments 6 points Most recent by SRC54 November 2025Feedback
• 
  New User

  Closed DaveVT 71 views 8 comments 0 points Most recent by DannyB November 2025Getting Started
• 
  Expected/allowed spending overages? (Seasonal income)

  Closed NachoAverageCabbage 78 views 7 comments 0 points Most recent by DryHeat October 2025Using the Spending Plan
• 
  Ability to schedule some “planned spending”

  Closed ee 26 25 views 1 comment 1 point Most recent by RobWilk October 2025Feedback
• 
  Coming from Quicken Classic Deluxe - budgeting seems harder in Simplifi???

  Closed mikehd 68 views 8 comments 0 points Most recent by SRC54 September 2025Introduce yourself!
• 
  Fund future bills much like YNAB does.

  Closed Eurisko 18 views 1 comment 1 point Most recent by Coach Natalie September 2025Feedback
• 
  Spending Plan - No Budgeting Bills?

  Closed c2clear 86 views 6 comments 0 points Most recent by c2clear September 2025Using the Spending Plan
• 
  I find this very hard to work with

  Closed DudeInCO 62 views 7 comments 0 points Most recent by SRC54 September 2025Feedback
• 
  Really Miss Mint !

  Closed MissMint 24 views 2 comments 1 point Most recent by DannyB August 2025Feedback
• 
  How to track a large bill paid from savings without blowing my budget (edited)

  Closed chicago89 49 views 7 comments 0 points Most recent by EL1234 August 2025Using the Spending Plan
• 
  how do I get a projected budget to generate?

  Answered ✓ Closed SweeTea 51 views 2 comments 0 points Most recent by DannyB August 2025Troubleshooting
• 
  ⭐️ 1 Star – Love almost everything… but this one flaw ruins it

  Closed larenl 36 views 2 comments 0 points Most recent by Flopbot August 2025Feedback
• 
  New Member - Greetings :)

  Closed Mrs.Larsen 70 views 5 comments 0 points Most recent by SRC54 August 2025Introduce yourself!
• 
  6

  Up Down
  Annual Spending Plan

  Active DannyB 183 views 24 comments 6 points Most recent by Max1223 August 2025Feature Requests
• 
  Monthly Vs Actual Budget

  Closed MFT 44 views 2 comments 0 points Most recent by Coach Jon July 2025Using the Spending Plan
• 
  Merged: Make Reports allow date range to be in the future

  Closed Karin C 1 view 0 comments 1 point Started by Karin C July 2025 Feature Requests
• 
  4

  Up Down
  Spending Plan Planning Page

  Active DannyB 14 views 0 comments 4 points Started by DannyB June 2025 Feature Requests
• 
  I like the software but would love a few improvements!

  Closed LucyTheCat 24 views 1 comment 0 points Most recent by DannyB June 2025Feedback
• 
  Merged: Provide solution for intermittent bill accrual in spending plan

  Closed dhuntley1023 1 view 0 comments 1 point Started by dhuntley1023 April 2025 Feature Requests
• 
  Tool to save money for a hobby (not a specific purchase).

  Closed Joezappie 49 views 3 comments 2 points Most recent by DannyB March 2025Using the Spending Plan
• 
  Actual Spending vs. Budget

  Closed ELH 78 views 4 comments 0 points Most recent by Max1223 March 2025Feedback
• 
  Running Account for Personal Allowance

  Closed Michael Brown 43 views 5 comments 0 points Most recent by DryHeat February 2025Managing Your Transactions
• 
  My "budget" runs from the 15th to the 15th of the following month. Best practices?

  Answered ✓ Closed mrpiano 385 views 18 comments 0 points Most recent by DannyB February 2025Using the Spending Plan