There are several situations where setting a custom Income amount in the Spending Plan may be useful, such as a month where you're expecting extra income that isn't accounted for with a Recurring Series, having a fixed income, or maybe even adding your leftovers from last month to the current month. It may also be easier to track your income using a custom amount if it fluctuates month-to-month. No matter the reason, Simplifi has got you covered!

It's super easy to set a custom Income amount in the Spending Plan!

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Spending Plan.

  3. Select Income after bills and saving and then select Income.

  4. Select Options in the upper right corner.

  5. Select Set custom income amount.

  6. Enter the Custom Amount.

  7. Click Set Amount 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 income amount from the Options menu instead:

To learn about setting a custom Income amount in the Spending Plan on the Simplifi Web App, please click here!

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