Planned Spend

Discussion List

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  4

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  Recalculate how Planned Spending Totals work with Rollover (edited)

  Active bost.05 102 views 11 comments 4 points Most recent by TwelveSilverPennies May 6Feature Requests
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  expense series amounts on planned spend keep reverting to old amounts after I change them

  PFNikolai 32 views 4 comments 0 points Most recent by PFNikolai April 24Troubleshooting
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  Option to mark a reminder as paid but show transaction under Planned Spend category instead of Bills

  savvvvy 13 views 4 comments 0 points Most recent by EL1234 April 21Using the Spending Plan
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  How to prevent spent versus budgeted amounts disappearing each month in Planned Spend? (edited)

  Answered ✓ Closed Stu B 43 views 4 comments 0 points Most recent by DryHeat April 8Using the Spending Plan
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  Historical addition of planned spend expense categories with roll-over carry-through. (edited)

  Closed TankerAce 23 views 1 comment 0 points Most recent by Coach Kristina April 5Using the Spending Plan
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  Ability to edit planned spend series target amounts and carry forward from past months (edited)

  Closed TankerAce 24 views 1 comment 0 points Most recent by Coach Kristina April 5Using the Spending Plan
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  Planned Spending shows incorrect "left" amounts on the Mobile App Dashboard (edited)

  ejs 202 views 18 comments 0 points Most recent by Coach Natalie April 3Report a Bug
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  Planned Spend expense series not appearing in 2027 Spending Plan — known bug?

  Answered ✓ Closed stacyvance 34 views 4 comments 0 points Most recent by DryHeat March 28Using the Spending Plan
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  Unable to turn off rollover in planned spend (edited)

  Closed shely6875 11 views 1 comment 0 points Most recent by SRC54 March 9Troubleshooting
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  Confusion with Planned Spending and Bank Connections (edited)

  Closed shely6875 41 views 10 comments 0 points Most recent by SRC54 March 9Feedback
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  Help! My monthly Planned Spend went haywire!

  Closed Christina 31 views 5 comments 0 points Most recent by Coach Natalie March 3Troubleshooting
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  How do you fund & manage planned spend categories (edited)

  Closed Robert48314 86 views 8 comments 0 points Most recent by SRC54 February 26Using the Spending Plan
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  Options to show discretionary spending across categories in Planned Spend?

  Closed everydave 41 views 9 comments 0 points Most recent by Coach Jon February 17Using the Spending Plan
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  Split Transactions Not Showing Up in Planned Spending or Other Spending

  Closed pastchief8 33 views 7 comments 0 points Most recent by pastchief8 February 16Troubleshooting
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  Editing a Planned Spend Series Not Updating Future Months (edited)

  Closed TwelveSilverPennies 11 views 2 comments 0 points Most recent by TwelveSilverPennies February 3Troubleshooting
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  Category Sum

  Closed Cschaumburg 12 views 1 comment 1 point Most recent by Coach Jon January 21Using Reports
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  Add an email option for the "Planned expense nearing or over limit" notification (edited)

  flintster_99 11 views 1 comment 3 points Most recent by Coach Jon January 16Feature Requests
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  Tax Change for Tax Year 2026 Regarding Charitable Deductions

  Closed SRC54 21 views 0 comments 2 points Most recent by SRC54 January 7The Water Cooler
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  Record Savings for 2025

  Closed SRC54 22 views 0 comments 3 points Most recent by SRC54 January 7Share your Success!
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  More generic/top level Planned Spend (edited)

  Active Flaviking 11 views 0 comments 4 points Most recent by Flaviking January 3Feature Requests
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  Spending Plan - Planned Spend Actual Spend Running Totals

  Closed erin922 31 views 1 comment 2 points Most recent by SRC54 January 1Feedback
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  Separate Planned Spend rollover buckets from non-rollover buckets

  Active DannyB 33 views 1 comment 1 point Most recent by Jenny T December 2025Feature Requests
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  How do I show third level categories transactions in [planned spend]?

  Answered ✓ Closed PatD 172 views 17 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
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  Getting Setup for 2026 - A Just for Fun Post

  Closed DannyB 162 views 8 comments 2 points Most recent by DryHeat November 2025How do you Quicken Simplifi?
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  Improve Budgeting Feature

  Closed eteam49ers 61 views 1 comment 3 points Most recent by Coach Jon November 2025Using the Spending Plan
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  Auto-release planned spend did not auto-release

  Closed MishaM 81 views 7 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  How to use completed savings goals

  Answered ✓ Closed Mike B 45 views 4 comments 0 points Most recent by Mike B November 2025Feedback
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  Spending Plan: Planned Spend "Overspent" Not Updating

  Closed TiggerTrainer 71 views 10 comments 0 points Most recent by TiggerTrainer November 2025Report a Bug
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  Planned Spending Inaccurate

  Closed viperguynaz 31 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  Simplifi Needs Better Support for Real-World Budgeting & Cash Flow Forecasting

  Closed cubateve 263 views 12 comments 7 points Most recent by SRC54 November 2025Feedback