Overview

Sometimes you don't spend all the money you thought you'd spend in a particular area - and that's great; however, you also want to mark that money you had planned to spend as truly available so you can either save it or use it for other things.

Instructions for web

  1. Go to Spending Plan

  2. Click on the Planned Spending section

  3. Go to the Planned spending card where you didn't spend all that you had anticipated

  4. Click on the 3 dot menu in the top right of the card

  5. Select Release available for spending

Instructions for mobile

  1. Go to Spending Plan

  2. Click on the Planned Spending section

  3. Go to the Planned spending card where you didn't spend all that you had anticipated

  4. Tap on the 3 dot menu in the top right of the card

  5. Select Release available for spending

Simplifi will put the leftover money back in what is available, so now what you see in your "Left at end of month" is reflective of what was really left, assuming all of your scheduled payments are also linked to transactions. You can learn more about linking your scheduled payments to transactions here.

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