Planned Spend

Discussion List

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  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
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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 11 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 23 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 12 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 25 views 1 comment 2 points Most recent by RobWilk October 2025Using the Spending Plan
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  Planned Spend Categories Resets in Future Months

  Closed JKBudget 12 views 1 comment 0 points Most recent by SRC54 October 2025Troubleshooting
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  Planned Spending Expense Series - Allow $0.00 Amount

  Active molehill6804 192 views 11 comments 17 points Most recent by DannyB October 2025Feature Requests
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  Rollover Help

  Closed mluhring 142 views 7 comments 0 points Most recent by DryHeat October 2025Using the Spending Plan
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  [Planned Spend] category amount not saving

  Closed kw1997 11 views 1 comment 1 point Most recent by Coach Jon October 2025Troubleshooting
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  Planned spend rollover amounts mysteriously changed (edited)

  Closed Banshee 13 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Elapsed Monthly Duration Indicator in Planned Spending (edited)

  Active zilacus 23 views 4 comments 6 points Most recent by Dick_Davis September 2025Feature Requests
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  Auto Release in Spending Plan Not Working

  Closed housetr 31 views 4 comments 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Last month's Planned Spending sets itself to 0.00

  Closed SRC54 32 views 3 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Assign Planned Spend to multiple Subcategories (edited)

  Answered ✓ Closed DonnaP 32 views 1 comment 0 points Most recent by Coach Jon September 2025Using the Spending Plan
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  Have recurring transactions show up in planned spending (edited)

  Active GirlFriday715 572 views 27 comments 1 point Most recent by SRC54 September 2025Feature Requests
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  Planned Spend Categories Resets in Future Months

  Closed JKBudget 16 views 1 comment 0 points Most recent by SRC54 August 2025Troubleshooting
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  "Planned Spend" Number Top of Spending Plan is Mixing Planned Spending and Actual Overspent

  Closed buttersh 69 views 5 comments 0 points Most recent by DryHeat August 2025Troubleshooting
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  The Cash Flow Graph Should be Removed Until it Includes Planned Spend (edited)

  Closed buttersh 63 views 7 comments 1 point Most recent by buttersh August 2025Feedback
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  Left this month and overspending in Planned Spend (edited)

  Answered ✓ Closed Kimmie 279 views 2 comments 0 points Most recent by DryHeat August 2025Using the Spending Plan
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  Planned Spend not linking to all transactions. (edited)

  Closed johnnydr4 90 views 9 comments 0 points Most recent by DannyB August 2025Troubleshooting
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  Merged: Enhancement Request to Planned Spend: Overspent & Overall

  Closed jerryvetter 1 view 0 comments 0 points Most recent by jerryvetter August 2025Using the Spending Plan
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  Credit Cards and the Spending Plan (edited)

  Closed countrycloudboy 611 views 5 comments 0 points Most recent by Coach Jon August 2025Feedback
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  Releasing planned spend doesn't change the total in the Spending Plan (edited)

  Closed johnnydr4 42 views 3 comments 0 points Most recent by SRC54 August 2025Troubleshooting
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  Merged: New Spending Plan: Customization of Transaction lists does not "stick"

  Closed DryHeat 1 view 0 comments 0 points Most recent by DryHeat July 2025Using the Spending Plan
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  Merged: New Spending Plan: Sorting Planned Spending expenses does not work correctly

  Closed DryHeat 1 view 0 comments 0 points Most recent by Coach Natalie July 2025Using the Spending Plan
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  How does the Spending Plan adjust changing/adjusting rollover amounts mid month?

  Answered ✓ Closed Max1223 72 views 2 comments 0 points Most recent by DannyB July 2025Using the Spending Plan
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  Use 12-month average for Planned Spending (edited)

  NeroDrifter 21 views 1 comment 2 points Most recent by Coach Kristina July 2025Feature Requests
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  Planned Spending Categories - % Month Remaining

  Active thedudeman 43 views 3 comments 3 points Most recent by DryHeat July 2025Feature Requests