Planned Spend

Discussion List

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  Unable to turn off rollover in planned spend (edited)

  shely6875 12 views 1 comment 0 points Most recent by SRC54 1:07PMTroubleshooting
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  Confusion with Planned Spending and Bank Connections (edited)

  shely6875 41 views 10 comments 0 points Most recent by SRC54 12:16PMFeedback
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  Help! My monthly Planned Spend went haywire!

  Christina 28 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)

  Robert48314 55 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?

  everydave 44 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

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

  Closed Cschaumburg 17 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 19 views 0 comments 2 points Started by SRC54 January 7 The Water Cooler
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  Record Savings for 2025

  Closed SRC54 18 views 0 comments 1 point Started by SRC54 January 7 Share your Success!
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  More generic/top level Planned Spend (edited)

  Active Flaviking 13 views 0 comments 4 points Started by Flaviking January 3 Feature Requests
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  Spending Plan - Planned Spend Actual Spend Running Totals

  Closed erin922 23 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 31 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 173 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 144 views 8 comments 2 points Most recent by DryHeat November 2025How do you Quicken Simplifi?
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  Improve Budgeting Feature

  Closed eteam49ers 60 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 75 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 43 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 72 views 10 comments 0 points Most recent by TiggerTrainer November 2025Report a Bug
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  Planned Spending Inaccurate

  Closed viperguynaz 34 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 234 views 12 comments 6 points Most recent by SRC54 November 2025Feedback
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  "Add to Planned Spend" button covers up transactions

  Closed noahbramlett 11 views 2 comments 0 points Most recent by RobWilk November 2025Troubleshooting
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  Toggle to include/exclude upcoming bills from Planned Spending by Category?

  Answered ✓ Closed Swanson17 98 views 5 comments 0 points Most recent by DryHeat November 2025Using the Spending Plan
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  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
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  Merged: Auto-release planned spend did not auto-release

  Closed MishaM 11 views 0 comments 0 points Most recent by MishaM November 2025Report a Bug
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  Keep scroll level when returning to Planned Spend from an expense drill-down (edited)

  Active mmmartian 16 views 1 comment 2 points Most recent by RobWilk October 2025Feature Requests
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  Scroll through months, staying within a specific Category under Planned Spending

  Active insanenutman 19 views 2 comments 4 points Most recent by RobWilk October 2025Feature Requests
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  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
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  Planned spending report and export

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