Overview
Outstanding items are planned entries in your Spending Plan—such as expected bills, income, subscriptions, or variable expenses—that have not yet been matched to actual transactions. These items remain “outstanding” because Simplifi is waiting for confirmation that the planned amount was either spent, received, or should be removed from your Planned Spend.
Outstanding items typically occur when:
A planned transaction hasn’t been automatically linked to a Reminder.
A planned expense or income hasn’t occurred yet, and Simplifi needs you to confirm whether it should still be included in your monthly totals.
Learn how to resolve these items below!
Resolving outstanding Spending Plan items is important so you can accurately compare your actual monthly spending to what you had planned.
This is what outstanding items look like in Quicken Simplifi:
Link a Recurring Reminder to a Downloaded Transaction
Quicken Simplifi usually does a great job linking your downloaded transactions to the correct reminders. But sometimes, it might miss the mark.If this happens, you can correct it manually by following these steps:
Instructions for Web:
Hover over the left panel and click Spending Plan.
Use the arrows at the top to navigate to the month with outstanding items to resolve.
Select either Income or Bills, as applicable, and then open the relevant section.
Locate the item and click the three-dot icon at the end of it.
Click Link to transaction, select the transaction from the list, and then click Link.
Instructions for Mobile:
Tap the Menu (three-line icon).
Tap Spending Plan.
Use the arrows at the top to navigate to the month with outstanding items to resolve.
Select either Income or Bills, as applicable.
Locate the item and tap on it.
Tap Link to Transaction, select the transaction from the list, and then click Apply
Dismiss a Reminder for a Recurring Transaction Series
If you ever want to skip one of your income or bill Reminders, it’s really simple to do. Use the Dismiss option to delete only the selected instance; future reminders won't be affected.
Instructions for Web:
Hover over the left panel and click Spending Plan.
Use the arrows at the top to navigate to the month with outstanding items to resolve.
Select either Income or Bills, as applicable.
Locate the item and click the three-dot icon at the end of it.
Click Edit Reminder, and then click Dismiss Reminder.
Click Dismiss Reminder to confirm.
To learn more about recurring transaction series or bills and income reminders, please refer to our article on Link Transactions to Reminders.
Instructions for Mobile:
Tap the Menu (three-line icon).
Tap Spending Plan.
Use the arrows at the top to navigate to the month with outstanding items to resolve.
Select either Income or Bills, as applicable.
Locate the item and tap on it.
Select Delete Reminder.
Tap Delete to confirm.
Release Unused Planned Spend Funds
Instructions for Web:
If you show that you have unused funds in one of your Planned Spend series, you should release the remaining unused funds back to your available spending so you’ll have an accurate amount of how your month ended, which allows you to allocate those unused funds to other financial goals.
Hover over the left panel and click Spending Plan.
Use the arrows at the top to navigate to the month with outstanding items to resolve.
Select Planned Spend.
Locate the expense that has funds to release and click the three-dot icon to the upper right of it.
Select Release unspent funds.
Note: If the Rollover feature is enabled, you won't be able to release funds from a Planned Spend item.
Instructions for Mobile:
Tap the Menu (three-line icon).
Tap Spending Plan.
Use the arrows at the top to navigate to the month with outstanding items to resolve.
Tap Planned Spend.
Locate the Planned Spend expense that has funds to release and click the three-dot icon to the upper right of it.
Tap Release unspent funds.
Frequently Asked Questions
Can I make changes to my transactions while reviewing the Spending Plan?
Can I make changes to my transactions while reviewing the Spending Plan?
Yes, you can edit transactions within your Spending Plan, within the Income and Bills tabs, you will see recurring reminders, as well as additional income transactions. To edit a reminder or transaction here, click the three-dot icon to the right and select Edit Transaction or Edit Reminder to make your changes.
In the Planned Spend and Other Spend tabs, you can edit transactions just as you would in your regular account, including bulk edits.
To learn more about using the Spending Plan, please refer to our article on Understanding Your Spending Plan.
If you need any assistance resolving outstanding items in the Spending Plan, please don't hesitate to contact our support team!