Planned Spend

1

Separate Planned Spend rollover buckets from non-rollover buckets

Active DannyB 21 views 1 comment 1 point Most recent by Jenny T December 9Feature Requests

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

Answered ✓ PatD 65 views 17 comments 0 points Most recent by DryHeat December 3Using the Spending Plan

Getting Setup for 2026 - A Just for Fun Post

DannyB 60 views 8 comments 2 points Most recent by DryHeat November 29How do you Quicken Simplifi?

Improve Budgeting Feature

eteam49ers 31 views 1 comment 3 points Most recent by Coach Jon November 20Using the Spending Plan

Auto-release planned spend did not auto-release

MishaM 54 views 7 comments 0 points Most recent by Coach Jon November 18Troubleshooting

How to use completed savings goals

Answered ✓ Mike B 29 views 4 comments 0 points Most recent by Mike B November 18Feedback

Spending Plan: Planned Spend "Overspent" Not Updating

Closed TiggerTrainer 66 views 10 comments 0 points Most recent by TiggerTrainer November 13Report a Bug

Planned Spending Inaccurate

Closed viperguynaz 32 views 2 comments 0 points Most recent by SRC54 November 9Troubleshooting

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

Closed cubateve 134 views 12 comments 5 points Most recent by SRC54 November 9Feedback

"Add to Planned Spend" button covers up transactions

Closed noahbramlett 14 views 2 comments 0 points Most recent by RobWilk November 9Troubleshooting

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

Answered ✓ Closed Swanson17 32 views 5 comments 0 points Most recent by DryHeat November 5Using the Spending Plan

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

Closed jordanhb 43 views 9 comments 0 points Most recent by SRC54 November 4Troubleshooting

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

2

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

4

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

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

Closed Jessica A 13 views 1 comment 0 points Most recent by Coach Jon October 29Using the Spending Plan

Planned spending report and export

Closed DCClark 20 views 1 comment 2 points Most recent by RobWilk October 17Using the Spending Plan

Planned Spend Categories Resets in Future Months

Closed JKBudget 15 views 1 comment 0 points Most recent by SRC54 October 17Troubleshooting

17

Planned Spending Expense Series - Allow $0.00 Amount

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

Rollover Help

Closed mluhring 63 views 7 comments 0 points Most recent by DryHeat October 4Using the Spending Plan

[Planned Spend] category amount not saving

Closed kw1997 17 views 1 comment 0 points Most recent by Coach Jon October 1Troubleshooting

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

Planned spend rollover amounts mysteriously changed (edited)

Closed Banshee 14 views 1 comment 0 points Most recent by Coach Jon September 24Troubleshooting

6

Elapsed Monthly Duration Indicator in Planned Spending (edited)

Active zilacus 18 views 4 comments 6 points Most recent by Dick_Davis September 16Feature Requests

Auto Release in Spending Plan Not Working

Closed housetr 35 views 4 comments 0 points Most recent by Coach Jon September 8Troubleshooting

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

Assign Planned Spend to multiple Subcategories (edited)

Answered ✓ Closed DonnaP 16 views 1 comment 0 points Most recent by Coach Jon September 2Using the Spending Plan

1

Have recurring transactions show up in planned spending (edited)

Active GirlFriday715 502 views 27 comments 1 point Most recent by SRC54 September 2Feature Requests

Planned Spend Categories Resets in Future Months

Closed JKBudget 13 views 1 comment 0 points Most recent by SRC54 August 30Troubleshooting

Planned Spend

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