Planned Spend

3

Color Code and Filter Income, Bills, etc. in Spending Plan

Active TwelveSilverPennies 9 views 0 comments 3 points Started by TwelveSilverPennies January 3 Feature Requests

Spending Plan - Planned Spend Actual Spend Running Totals

erin922 15 views 1 comment 1 point Most recent by SRC54 January 1Feedback

1

Separate Planned Spend rollover buckets from non-rollover buckets

Active DannyB 27 views 1 comment 1 point Most recent by Jenny T December 2025Feature Requests

How do I show third level categories transactions in [planned spend]?

Answered ✓ Closed PatD 109 views 17 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan

Getting Setup for 2026 - A Just for Fun Post

Closed DannyB 79 views 8 comments 2 points Most recent by DryHeat November 2025How do you Quicken Simplifi?

Improve Budgeting Feature

Closed eteam49ers 44 views 1 comment 3 points Most recent by Coach Jon November 2025Using the Spending Plan

Auto-release planned spend did not auto-release

Closed MishaM 67 views 7 comments 0 points Most recent by Coach Jon November 2025Troubleshooting

How to use completed savings goals

Answered ✓ Closed Mike B 36 views 4 comments 0 points Most recent by Mike B November 2025Feedback

Spending Plan: Planned Spend "Overspent" Not Updating

Closed TiggerTrainer 76 views 10 comments 0 points Most recent by TiggerTrainer November 2025Report a Bug

Planned Spending Inaccurate

Closed viperguynaz 37 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting

Simplifi Needs Better Support for Real-World Budgeting & Cash Flow Forecasting

Closed cubateve 148 views 12 comments 5 points Most recent by SRC54 November 2025Feedback

"Add to Planned Spend" button covers up transactions

Closed noahbramlett 19 views 2 comments 0 points Most recent by RobWilk November 2025Troubleshooting

Toggle to include/exclude upcoming bills from Planned Spending by Category?

Answered ✓ Closed Swanson17 42 views 5 comments 0 points Most recent by DryHeat November 2025Using the Spending Plan

Nested categories in Simplifi don't show up correctly in [planned spend]

Closed jordanhb 52 views 9 comments 0 points Most recent by SRC54 November 2025Troubleshooting

Merged: Auto-release planned spend did not auto-release

Closed MishaM 16 views 0 comments 0 points Most recent by MishaM November 2025Report a Bug

2

Keep scroll level when returning to Planned Spend from an expense drill-down (edited)

Active mmmartian 12 views 1 comment 2 points Most recent by RobWilk October 2025Feature Requests

4

Scroll through months, staying within a specific Category under Planned Spending

Active insanenutman 14 views 2 comments 4 points Most recent by RobWilk October 2025Feature Requests

I wish there was different coloration for Planned Spend amounts (edited)

Closed Jessica A 14 views 1 comment 0 points Most recent by Coach Jon October 2025Using the Spending Plan

Planned spending report and export

Closed DCClark 21 views 1 comment 2 points Most recent by RobWilk October 2025Using the Spending Plan

Planned Spend Categories Resets in Future Months

Closed JKBudget 15 views 1 comment 0 points Most recent by SRC54 October 2025Troubleshooting

17

Planned Spending Expense Series - Allow $0.00 Amount

Active molehill6804 152 views 11 comments 17 points Most recent by DannyB October 2025Feature Requests

Rollover Help

Closed mluhring 70 views 7 comments 0 points Most recent by DryHeat October 2025Using the Spending Plan

[Planned Spend] category amount not saving

Closed kw1997 18 views 1 comment 0 points Most recent by Coach Jon October 2025Troubleshooting

Planned Spending shows incorrect "left" amounts on the Mobile App Dashboard (edited)

ejs 70 views 13 comments 0 points Most recent by Coach Natalie October 2025Report a Bug

Planned spend rollover amounts mysteriously changed (edited)

Closed Banshee 14 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting

6

Elapsed Monthly Duration Indicator in Planned Spending (edited)

Active zilacus 19 views 4 comments 6 points Most recent by Dick_Davis September 2025Feature Requests

Auto Release in Spending Plan Not Working

Closed housetr 35 views 4 comments 0 points Most recent by Coach Jon September 2025Troubleshooting

Last month's Planned Spending sets itself to 0.00

Closed SRC54 15 views 3 comments 0 points Most recent by SRC54 September 2025Report a Bug

Assign Planned Spend to multiple Subcategories (edited)

Answered ✓ Closed DonnaP 19 views 1 comment 0 points Most recent by Coach Jon September 2025Using the Spending Plan

Planned Spend

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