Add Notes to Planned Spending Items in the Spending Plan

It would be incredibly helpful to have the ability to add notes to Planned Spending items within the Spending Plan.

For example, I occasionally budget a specific amount under a general category like “Other” or “Various” to cover multiple smaller, upcoming expenses that don’t need their own dedicated categories (e.g., a birthday gift, decorations, or extra groceries). Being able to open the Planned Spending item and see a note with a breakdown of how I planned to allocate that money would help me stay organized and ensure the funds are used as intended.

For now, a simple text box field within each Planned Spending item would suffice. This would provide a quick and easy way to reference and adjust planned spending without requiring major changes to the interface. This feature would make the Spending Plan more flexible and useful, especially for managing irregular or grouped expenses.

2 votes

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