Overview
In some months, your income may differ from what’s tracked through the Recurring Series transactions—such as when you receive a bonus, have a fixed income, or want to carry over unused funds from the previous month. In these cases, you can manually set a custom income amount in your Spending Plan using the Simplifi mobile app.
This article walks you through the steps to enter a custom income amount and explains how to switch back to the automatically calculated income if needed.
Setting a Custom Income Amount
Tap the Menu (three-line icon).
Select Spending Plan.
Select Income.
Select Options in the upper right corner.
Select Set Custom Amount.
Enter the custom amount.
Tap Update to confirm.
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 Options menu instead:
To learn about setting a custom Income amount in the Spending Plan on the Quicken Simplifi Web App, please click here!