Include multiple categories in a spending plan

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Hi Community,

I'm a new Quicken Simpilifi user. It looks like only one category is allowed to be included in one spending plan/budget, but I would like to put dining and grocery under one budget. I'm also unable to create a new category and put them under that because the category hierarchy currently only allows 2 levels.

Please advise what I can do to make it happen. I saw some posts with similar questions in the past but I'm not sure if a new feature has been added or I can use other methods to make it work.

Also, Is there a way to create an overall budget? Or an "everything else" budget like what Mint had.

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
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    Hello @yan5yug,

    Since you mentioned that you are using Quicken Simplifi, itwould be better suited for you to reach out to Simplifi's Community directly . Please click here to be redirected to Simplifi's Community.

    Alternatively, Simplifi Support can also be contacted.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Options

    Hello @yan5yug,

    Since you mentioned that you are using Quicken Simplifi, itwould be better suited for you to reach out to Simplifi's Community directly . Please click here to be redirected to Simplifi's Community.

    Alternatively, Simplifi Support can also be contacted.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.