Best Of

We’ve listened to your feedback and made some exciting updates to the Spending Plan! While the core functionality remains the same, we’ve given the design a fresh new look and improved some key features to make managing your finances easier than ever.

What's New?

• Improved navigation and breakdown: Bills and Savings Goals have been separated from Income, making it easier to see how you're spending without the extra clicks.
• A bill is a bill: Your regular Bills, Subscriptions, and Transfers now all live in the Bills section. Don't worry — you can still filter by bill type if you need to.
• No more transaction hide-and-seek: We've made it easier to include or exclude transactions. Each bucket now displays two groups — Included and Excluded — so you can quickly see what's being counted and what's not.
• No more surprise income in your plan: We've heard your feedback — non-recurring income, like Venmo payments, are now excluded from your Spending Plan by default, so you can review it first. Want to include it automatically? Just use the three-dot menu in the 'Excluded this month' section to set your preference.

Things to Note:

• Planned Spending is now called Planned Spend, and you can sort expenses by Name or Amount.
• Other Spending has been renamed to Other Spend.
• Custom amounts for Subscriptions and Transfers from the old design have been cleared. If you had a custom amount for Bills, it’s been carried over, but you may need to adjust it to fit the new combined sections.

We hope these changes make your Spending Plan experience even better! As always, we’re here to help if you have any questions or need assistance. Our official feedback thread is the place to go!

Happy budgeting!

Hello everyone!

Here are the issues and features we were able to tackle with the 4.68.0 Web Release, released July 23rd:

• FIXED: Unable to add certain Fidelity holdings to a manual investment account.
• FIXED: The 'Income' Dashboard tile is missing the date range text.
• FIXED: Minor visual inconsistencies and bugs.
• UPDATED: QBP: The primary business should always appear first in the Accounts List when the default setting is used.
• UPDATED: QBP: Other minor enhancements.

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Thank you!