Discussion List

• 
  How do I roll over available uncategorized funds month to month?

  Answered Antipode51 25 views 3 comments 0 points Most recent by SRC54 April 25Using the Spending Plan
• 
  Request- Indicate bank balance with total rollover amount deducted from it

  Closed BenB 122 views 22 comments 1 point Most recent by BenB March 5Using the Spending Plan
• 
  16

  Up Down
  Accounting for Rolled Over Planned Spending Cash

  Active DannyB 200 views 11 comments 16 points Most recent by BenB March 3Feature Requests
• 
  5

  Up Down
  Include Rollover Amounts in Planned Spending Notifications (edited)

  Active TiggerTrainer 21 views 3 comments 5 points Most recent by UrsulaA February 28Feature Requests
• 
  Rollover Spending Notifications

  Closed TiggerTrainer 44 views 8 comments 0 points Most recent by TiggerTrainer February 27Report a Bug
• 
  7

  Up Down
  Ability to add a Rollover Cap (edited)

  Active Jacob Amey 46 views 8 comments 7 points Most recent by Flopbot February 14Feature Requests
• 
  [ONGOING] 01/30/25: Planned Spending - Rollover Showing Incorrect Amounts

  Coach Jon 151 views 1 comment 0 points Most recent by Coach Jon February 13Known Product Issues
• 
  Planned Spending Not Updating Properly

  Closed debro22 12 views 1 comment 0 points Most recent by Coach Jon February 7Troubleshooting
• 
  A Spending Category's rollover amount isn't properly updated.

  Closed torrents.stride 45 views 2 comments 0 points Most recent by torrents.stride February 2Report a Bug
• 
  Ability to deduct rolled over planned spending from an account's available balance.

  Closed Me000000 11 views 2 comments 1 point Most recent by TiggerTrainer January 28Feedback
• 
  Merged: Rollover 'Available' Balance month over month in the Spending Plan (edited)

  Closed santhochi 21 views 0 comments 2 points Most recent by SRC54 December 2024Feature Requests
• 
  Release unspent categories into rollover categories

  Closed Sheepers 21 views 1 comment 0 points Most recent by DannyB October 2024Using the Spending Plan
• 
  Add Rollover for recurring income

  Closed All Talk 36 views 2 comments 3 points Most recent by SRC54 September 2024Feedback
• 
  Rethinking Rollover "vs" Savings Goal for non-monthly recurring expenses

  Closed DannyB 54 views 0 comments 4 points Started by DannyB August 2024 How do you Quicken Simplifi?
• 
  Rollover Holdings?

  Answered ✓ Closed Ephemery 54 views 2 comments 0 points Most recent by Ephemery August 2024Using the Spending Plan
• 
  Working with Planned Spending Rollover: An Experiment

  Closed DannyB 829 views 25 comments 6 points Most recent by DannyB July 2024How do you Quicken Simplifi?
• 
  2

  Up Down
  Ability to specify the amount to rollover each month with the remaining released to spending

  Active Robertscrew 11 views 0 comments 2 points Started by Robertscrew July 2024 Feature Requests
• 
  Rollover Money - Where is it?

  Closed DannyB 396 views 9 comments 2 points Most recent by Flopbot June 2024How do you Quicken Simplifi?
• 
  2

  Up Down
  Recalculate how Planned Spending Totals work with Rollover (edited)

  Active bost.05 74 views 7 comments 2 points Most recent by RobWilk June 2024Feature Requests
• 
  When using rollover budget it should also the money from being "available" to contribute to goals.

  Closed insanenutman 61 views 4 comments 1 point Most recent by insanenutman May 2024Using the Spending Plan