Best Of

I also think that bills and subscriptions make sense together, but I'd want transfers to be separate from that.

I understand the not-entirely-positive reactions I have see in this thread.

But, on the whole, I much prefer the new Spending Plan layout.

I think the main navigation bar is better to look at and gives a more immediate understanding of how the pieces of the Spending Plan fit together.

And I like having Regular bills and Subscriptions in one listing. (I seem to be alone on that.) Conceptually they are very similar to me and prior to using Spending Plan I never segregated them. Sure, it's nice to be able to filter the list for one or the other. But having them all feed in to one negative number makes more sense to me.

I admit that having Transfers in a separate section might make even more sense. I would put it between Income and Bills with a +/- sign because Transfers can go either way. But I can live with that the way it is.

Spending Plan retains some of the flaws from the previous iteration — in particular the inability to preserve column layouts. But I think it's a big improvement.

Sorting Planned Spending Items:

If you added expense items to your Planned Spending some time ago you may have just selected a Category and left the optional expense name blank. If so, those expenses may not sort correctly by name.

To fix it, just edit the expense, type in the name, and hit Update. Now the sorting should work. (Newly created expenses will fix this for you from now on.)

"I think you are missing the point though that the old Spending Plan let you see all 4 things (Income, Bills, Subscriptions, Transfers) and their individual subtotals on the same page…"

No, I understood your point. Seeing the subtotals was very important to you and you want that back.

But it wasn't important to me. I always did my month-to-month comparisons by flipping through the expanded bills lists, then the expanded subscriptions lists, etc. So the new system works fine for me.

We understand each other… and we agree on moving the Transfers out. We just don't agree on everything.

It's been a year, so here I am, "boosting" this feature request. Come on team, you can do it!

I suppose I should find ALL the SG feature requests and give most of them an annual boost since the 41 up-vote count for this one request is a bit "deceptive." If one were to take the time to count up all the up-votes for all the SG feature requests currently floating around in this forum, I'm certain the count would be substantial.