Planned Spend

Discussion List

• 
  Category Sum

  Cschaumburg 15 views 1 comment 1 point Most recent by Coach Jon January 21Using Reports
• 
  3

  Up Down
  Add an email option for the "Planned expense nearing or over limit" notification (edited)

  flintster_99 17 views 1 comment 3 points Most recent by Coach Jon January 16Feature Requests
• 
  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!
• 
  4

  Up Down
  More generic/top level Planned Spend (edited)

  Active Flaviking 18 views 0 comments 4 points Started by Flaviking January 3 Feature Requests
• 
  Spending Plan - Planned Spend Actual Spend Running Totals

  erin922 16 views 1 comment 1 point Most recent by SRC54 January 1Feedback
• 
  1

  Up Down
  Separate Planned Spend rollover buckets from non-rollover buckets

  Active DannyB 31 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 154 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 116 views 8 comments 2 points Most recent by DryHeat November 2025How do you Quicken Simplifi?
• 
  Improve Budgeting Feature

  Closed eteam49ers 57 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 75 views 7 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
• 
  How to use completed savings goals

  Answered ✓ Closed Mike B 45 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 39 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
• 
  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
• 
  "Add to Planned Spend" button covers up transactions

  Closed noahbramlett 20 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 68 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 60 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

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

  Active mmmartian 20 views 1 comment 2 points Most recent by RobWilk October 2025Feature Requests
• 
  4

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

  Active insanenutman 17 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 19 views 1 comment 0 points Most recent by Coach Jon October 2025Using the Spending Plan
• 
  Planned spending report and export

  Closed DCClark 22 views 1 comment 2 points Most recent by RobWilk October 2025Using the Spending Plan
• 
  Planned Spend Categories Resets in Future Months

  Closed JKBudget 16 views 1 comment 0 points Most recent by SRC54 October 2025Troubleshooting
• 
  17

  Up Down
  Planned Spending Expense Series - Allow $0.00 Amount

  Active molehill6804 169 views 11 comments 17 points Most recent by DannyB October 2025Feature Requests
• 
  Rollover Help

  Closed mluhring 96 views 7 comments 0 points Most recent by DryHeat October 2025Using the Spending Plan
• 
  [Planned Spend] category amount not saving

  Closed kw1997 19 views 1 comment 1 point Most recent by Coach Jon October 2025Troubleshooting
• 
  Planned Spending shows incorrect "left" amounts on the Mobile App Dashboard (edited)

  ejs 114 views 13 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
• 
  Planned spend rollover amounts mysteriously changed (edited)

  Closed Banshee 15 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting