Planned Spend

Getting Setup for 2026 - A Just for Fun Post

Closed DannyB 181 views 8 comments 2 points Most recent by DryHeat November 2025How do you Quicken Simplifi?

Improve Budgeting Feature

Closed eteam49ers 72 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 92 views 7 comments 0 points Most recent by Coach Jon November 2025Troubleshooting

How to use completed savings goals

Answered ✓ Closed Mike B 51 views 4 comments 0 points Most recent by Mike B November 2025Feedback

Spending Plan: Planned Spend "Overspent" Not Updating

Closed TiggerTrainer 88 views 10 comments 0 points Most recent by TiggerTrainer November 2025Report a Bug

Planned Spending Inaccurate

Closed viperguynaz 37 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting

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

Closed cubateve 269 views 12 comments 7 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 131 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 70 views 9 comments 0 points Most recent by SRC54 November 2025Troubleshooting

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

2

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

Active mmmartian 13 views 1 comment 2 points Most recent by RobWilk October 2025Feature Requests

4

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

Active insanenutman 24 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 13 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 25 views 1 comment 0 points Most recent by SRC54 October 2025Troubleshooting

17

Planned Spending Expense Series - Allow $0.00 Amount

Active molehill6804 209 views 11 comments 17 points Most recent by DannyB October 2025Feature Requests

Rollover Help

Closed mluhring 156 views 7 comments 0 points Most recent by DryHeat October 2025Using the Spending Plan

[Planned Spend] category amount not saving

Closed kw1997 20 views 1 comment 1 point Most recent by Coach Jon October 2025Troubleshooting

Planned spend rollover amounts mysteriously changed (edited)

Closed Banshee 14 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting

6

Elapsed Monthly Duration Indicator in Planned Spending (edited)

Active zilacus 48 views 4 comments 6 points Most recent by Dick_Davis September 2025Feature Requests

Last month's Planned Spending sets itself to 0.00

Closed SRC54 34 views 3 comments 0 points Most recent by SRC54 September 2025Report a Bug

Assign Planned Spend to multiple Subcategories (edited)

Answered ✓ Closed DonnaP 52 views 1 comment 0 points Most recent by Coach Jon September 2025Using the Spending Plan

1

Have recurring transactions show up in planned spending (edited)

Active GirlFriday715 641 views 27 comments 1 point Most recent by SRC54 September 2025Feature Requests

Planned Spend Categories Resets in Future Months

Closed JKBudget 13 views 1 comment 0 points Most recent by SRC54 August 2025Troubleshooting

"Planned Spend" Number Top of Spending Plan is Mixing Planned Spending and Actual Overspent

Closed buttersh 71 views 5 comments 0 points Most recent by DryHeat August 2025Troubleshooting

The Cash Flow Graph Should be Removed Until it Includes Planned Spend (edited)

Closed buttersh 71 views 7 comments 1 point Most recent by buttersh August 2025Feedback

Left this month and overspending in Planned Spend (edited)

Answered ✓ Closed Kimmie 320 views 2 comments 0 points Most recent by DryHeat August 2025Using the Spending Plan

Planned Spend not linking to all transactions. (edited)

Closed johnnydr4 121 views 9 comments 0 points Most recent by DannyB August 2025Troubleshooting

Planned Spend

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