Planned Spend

Discussion List

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  How do I show third level categories transactions in a spending plan?

  Answered ✓ PatD 57 views 17 comments 0 points Most recent by DryHeat December 3Using the Spending Plan
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  Getting Setup for 2026 - A Just for Fun Post

  DannyB 55 views 8 comments 2 points Most recent by DryHeat November 29How do you Quicken Simplifi?
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  Improve Budgeting Feature

  eteam49ers 26 views 1 comment 2 points Most recent by Coach Jon November 20Using the Spending Plan
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  Auto-release planned spend did not auto-release

  MishaM 54 views 7 comments 0 points Most recent by Coach Jon November 18Troubleshooting
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  How to use completed savings goals

  Answered ✓ Mike B 27 views 4 comments 0 points Most recent by Mike B November 18Feedback
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  Spending Plan: Planned Spend "Overspent" Not Updating

  TiggerTrainer 63 views 10 comments 0 points Most recent by TiggerTrainer November 13Report a Bug
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  Planned Spending Inaccurate

  viperguynaz 30 views 2 comments 0 points Most recent by SRC54 November 9Troubleshooting
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  Simplifi Needs Better Support for Real-World Budgeting & Cash Flow Forecasting

  cubateve 129 views 12 comments 4 points Most recent by SRC54 November 9Feedback
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  "Add to Planned Spend" button covers up transactions

  noahbramlett 13 views 2 comments 0 points Most recent by RobWilk November 9Troubleshooting
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  Toggle to include/exclude upcoming bills from Planned Spending by Category?

  Answered ✓ Swanson17 29 views 5 comments 0 points Most recent by DryHeat November 5Using the Spending Plan
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  Nested categories in Simplifi don't show up correctly in [planned spend]

  Closed jordanhb 40 views 9 comments 0 points Most recent by SRC54 November 4Troubleshooting
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  Merged: Auto-release planned spend did not auto-release

  Closed MishaM 16 views 0 comments 0 points Most recent by MishaM November 1Report a Bug
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  Keep scroll level when returning to Planned Spend from an expense drill-down (edited)

  Active mmmartian 11 views 1 comment 2 points Most recent by RobWilk October 31Feature Requests
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  Scroll through months, staying within a specific Category under Planned Spending

  Active insanenutman 13 views 2 comments 4 points Most recent by RobWilk October 31Feature Requests
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  I wish there was different coloration for Planned Spend amounts (edited)

  Closed Jessica A 12 views 1 comment 0 points Most recent by Coach Jon October 29Using the Spending Plan
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  Planned spending report and export

  Closed DCClark 20 views 1 comment 2 points Most recent by RobWilk October 17Using the Spending Plan
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  Planned Spend Categories Resets in Future Months

  Closed JKBudget 14 views 1 comment 0 points Most recent by SRC54 October 17Troubleshooting
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  Planned Spending Expense Series - Allow $0.00 Amount

  Active molehill6804 142 views 11 comments 17 points Most recent by DannyB October 14Feature Requests
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  Rollover Help

  Closed mluhring 60 views 7 comments 0 points Most recent by DryHeat October 4Using the Spending Plan
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  [Planned Spend] category amount not saving

  Closed kw1997 16 views 1 comment 0 points Most recent by Coach Jon October 1Troubleshooting
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  Planned Spending shows incorrect "left" amounts on the Mobile App Dashboard (edited)

  ejs 66 views 13 comments 0 points Most recent by Coach Natalie October 1Report a Bug
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  Planned spend rollover amounts mysteriously changed (edited)

  Closed Banshee 14 views 1 comment 0 points Most recent by Coach Jon September 24Troubleshooting
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  Elapsed Monthly Duration Indicator in Planned Spending (edited)

  Active zilacus 18 views 4 comments 6 points Most recent by Dick_Davis September 16Feature Requests
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  Auto Release in Spending Plan Not Working

  Closed housetr 35 views 4 comments 0 points Most recent by Coach Jon September 8Troubleshooting
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  Last month's Planned Spending sets itself to 0.00

  Closed SRC54 13 views 3 comments 0 points Most recent by SRC54 September 3Report a Bug
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  Assign Planned Spend to multiple Subcategories (edited)

  Answered ✓ Closed DonnaP 15 views 1 comment 0 points Most recent by Coach Jon September 2Using the Spending Plan
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  Have recurring transactions show up in planned spending (edited)

  Active GirlFriday715 494 views 27 comments 0 points Most recent by SRC54 September 2Feature Requests
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  Planned Spend Categories Resets in Future Months

  Closed JKBudget 13 views 1 comment 0 points Most recent by SRC54 August 30Troubleshooting
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  "Planned Spend" Number Top of Spending Plan is Mixing Planned Spending and Actual Overspent

  Closed buttersh 43 views 5 comments 0 points Most recent by DryHeat August 29Troubleshooting