Overview

Simplifi allows you to create and customize personal Watchlists (think of them as mini budgets) to help you stay on track each month! A key component of these Watchlists is Spending Targets. A Spending Target is the monetary allotment you set for each Watchlist. For example, if I want to cut back on my spending at the grocery and I'm used to spending about $400 per month, I might set my Spending Target to $300.

Instructions

How to Set a Spending Target for a New Watchlist:

1. Hover over the left side panel and click Watchlist.
2. Click + Create New.
3. Set your Watchlist type and choose which Categories, Payees, or Tags to include.
4. Ensure your Watchlist reads "set my monthly target to" and enter your Spending Target.
5. Click Create.

How to Edit a Spending Target for an Existing Watchlist:

1. Hover over the left side panel and click Watchlist.
2. Hover over the Watchlist you wish to edit and click the pencil icon.
3. Click in the dollar amount field and enter the new Spending Target.
4. Click Update to save your changes.

How to Add a Spending Target to an Existing Watchlist:

1. Hover over the left side panel and click Watchlist.
2. Hover over the Watchlist you wish to edit and click the pencil icon.
3. Click the drop-down button next to "don't set" and select "set."
4. Enter the Spending Target for this Watchlist and click Update.

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