Overview
At the start of a new month, Quicken Simplifi will automatically alert you of any unresolved items from the prior month, such as recurring bills or subscriptions that have not been linked to transactions, expected Income that hasn't been received, or planned spending expenses with money left over.
This ensures that all of your expected income, bills, subscriptions, and planned spending items are accounted for in your Spending Plan, allowing you to compare how you did versus what was planned!
Listed below are the steps needed to help you fix any unresolved items in your Spending Plan.
Note: With our Rollover feature, you will no longer be able to release funds from Planned Spending Series that have Rollover enabled. For more information, click here for Web and here for Mobile!
Linking or Deleting '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.
Linking a recurring reminder to a transaction on the web:
Hover over the panel on the left-hand side and select Spending Plan.
Navigate to the month that has outstanding items to resolve.
Select Income after bills & saving and then expand the appropriate section.
Locate the 'Past' item and click the three dots at the end of it.
To link the Reminder to a transaction, click Link to transaction, select the transaction from the list, and then click Link.
Deleting a recurring reminder on the web:
Hover over the panel on the left-hand side and select Spending Plan.
Navigate to the month that has outstanding items to resolve.
Select Income after bills & saving and then expand the appropriate section.
Locate the 'Past' item and click the three dots at the end of it.
To delete the Reminder, select Delete reminder and then click Delete to confirm.
Note: For more details on how to manage your reminders on the Quicken Simplifi Web App, click here!
Linking or deleting a recurring reminder on mobile app
Click the Menu icon (the three lines in the upper left corner).
Select Spending Plan.
Navigate to the month that has outstanding items to resolve.
Select Income after bills & saving and then select the appropriate section.
Locate the 'Past' item and click on it.
To link the Reminder to a transaction, click Link reminder 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.
Note: For more details on how to manage your reminders on the Quicken Simplifi Mobile App, please see our Support Article here.
Releasing unused Planned Spending funds
If you show that you have unused funds in one of your Planned Spending events, you should release the remaining unused funds back to your available spending. By releasing unused funds, you’ll have an accurate amount of how your month ended, allowing 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 at end of the month" total.
Releasing unused Planned Spending 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.
Select Planned spending.
Locate the Planned Spending expense that has funds to release and click the three dots to the upper right of it.
Select Release available for spending.
Releasing unused Planned Spending fund on the mobile app
Click the Menu icon (the three lines in the upper left corner).
Select Spending Plan.
Navigate to the month that has outstanding items to resolve.
Select Planned spending.
Locate the Planned Spending expense that has funds to release and click the three dots to the upper right of it.
Select Release available for spending.
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!