Overview
To ensure your expected Income, Recurring Bills, Subscriptions, and Planned Spend items are all accounted for in your Spending Plan, Quicken Simplifi will alert you of any unresolved items from the prior month. This could be something like a transaction not being linked to a Recurring Reminder or unused Planned Spend funds. Learn how to resolve these items below!
Here are some related articles that may also be helpful in understanding the Spending Plan:
Note: With our Rollover feature, you will not be able to release funds from Planned Spend Series that have Rollover enabled.
Why resolve outstanding items?
The Spending Plan is intended to be a real-time spending tracker to help you budget for monthly planned expenses, bills, income, and Savings Goal contributions. It is important to resolve the outstanding Spending Plan items that Quicken Simplifi alerts you about to ensure the Spending Plan remains up-to-date and accurate.
Completing these actions allows you to compare how you did in a month versus what you had planned to spend that month.
Linking a recurring reminder to a transaction on the Web App
Hover over the panel on the left-hand side and select Spending Plan.
Navigate to the month that has outstanding items to resolve using the arrows at the top.
Select Income or Bills, whichever applies, and then expand or view the appropriate section.
Locate the 'Past' item and click the three dots at the end of it.
Click Link to transaction, select the transaction from the list, and then click Link.
Deleting a recurring reminder on the Web App
Hover over the panel on the left-hand side and select Spending Plan.
Navigate to the month that has outstanding items to resolve using the arrows at the top.
Select Income or Bills, whichever applies, and then expand or view the appropriate section.
Locate the 'Past' item and click the three dots at the end of it.
Click Edit Reminder, and then click Delete Reminder.
For more details on how to manage your reminders on the Quicken Simplifi Web App, click here!
Linking or deleting a recurring reminder on the Mobile App
Tap the Menu icon (the three lines in the upper left corner).
Tap Spending Plan.
Navigate to the month that has outstanding items to resolve using the arrows at the top.
Tap Income or Bills, whichever applies, and then expand or view the appropriate section.
Locate the 'Past' item and tap on it.
To link the Reminder to a transaction, click Link to Transaction, select the transaction from the list, and then click Apply; to delete the Reminder, select Delete Reminder and then click Delete to confirm.
Have you released any unused funds in your Planned Spend events?
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.
Once all outstanding items have been resolved in the Spending Plan for a prior month, Quicken Simplifi will give you an accurate "left this month" total.
Releasing unused Planned Spend funds on the Web App
Hover over the panel on the left-hand side and select Spending Plan.
Navigate to the month that has outstanding items to resolve using the arrows at the top.
Select Planned Spend.
Locate the Planned Spend expense that has funds to release and click the three dots to the upper right of it.
Select Release unspent funds.
Releasing unused Planned Spend funds on the Mobile App
Tap the Menu icon (the three lines in the upper left corner).
Tap Spending Plan.
Navigate to the month that has outstanding items to resolve using the arrows at the top.
Tap Planned Spend.
Locate the Planned Spend expense that has funds to release and click the three dots to the upper right of it.
Tap Release unspent funds.
Frequently Asked Questions
Have you linked a transaction to or deleted your ‘Past’ Recurring Reminders?
For past due recurring reminders that are not linked to a downloaded transaction, you will need to manually link a downloaded transaction to the recurring reminder.
For recurring reminders that are no longer needed, you can delete the recurring reminder.
Can I make changes to my transactions while reviewing the Spending Plan?
You can edit transactions within your Spending Plan. In 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 menu 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.
For more information about using the Spending Plan, click here!
If you need any assistance with resolving outstanding items in the Spending Plan, please don't hesitate to contact our wonderful Support Team!