Overview
In some months, your income may differ from what’s tracked through Recurring Series transactions—for example, if you receive a bonus, have a fixed income, want to carry over unused funds from the previous month, or your income fluctuates. In these cases, you can manually set a custom income amount in your Spending Plan in Quicken Simplifi.
This article walks you through how to enter a custom income amount and explains how to switch back to the automatically calculated income whenever needed.
Note: Using a custom income amount in the Spending Plan works on a per-month basis. This means you’ll need to enter a custom amount for each individual month, rather than having one month’s amount automatically apply to future months.
Set a Custom Income Amount
Hover over the panel on the left-hand side and select Spending Plan.
In the Income section, click the three dots to the upper right.
Select Set custom amount.
Enter the custom income amount.
Click Set Amount.
If you'd like to use the calculated amount for your income instead of the custom amount, you can follow the same steps listed above, but select Use calculated amount from the three-dot menu instead:
To learn about setting a custom Income amount in the Spending Plan on the Quicken Simplifi Mobile App, please click here!