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Ability to group Recurring Subscriptions in the Spending Plan (edited)

mmmartian

We should be able to group subscriptions in the Spending Plan.

My family has 3 sports streaming subscriptions. They are currently all listed separately in the Spending Plan. I would love the option to either make one subscription that includes all 3 transactions each month, or keep them as 3 separate subscriptions but add a drop-down arrow or grouping feature in the Spending Plan view so I can see how much we've spent total on sports streaming apps each month.

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Spending Plan

Feature Request

Status: Active

Comments

Ralvat25

The Spending Plan is all over the place. The drop down arrow under a general category idea is awesome. For me it would not even have to sum anything up just split up "water" from "clothing" in a organized fashion……..Alphabetically, just does not work. I would like to say wow I am over budget on Utilities and look at the entire group in Spending Plan form.

RobWilk

Added my vote, I'd like to be able to group similar subscriptions and bills by category. For example, "Cell Phone" category could include T-Mobile, Apple Care, and now maybe ChatGPT Plus since Apple Intelligence uses that. "Streaming" could include Disney/Max/Hulu, YouTube Premium, Amazon Prime, Paramount+ (Netflix and Apple TV+ are on phone bill) etc… And so on.

DannyB

@mmmartian

…In the meantime, here are some ideas to help track total spending for specific "groups."

Create a watchlist for these expenses. You will need to have a specific category or you can use a tag to create the watchlist. However, this will move the tracking to a separate section of QS - "Watchlist" - so…
Instead of tracking these subscriptions as recurring transactions, delete the recurring series for each sports streaming subscription and create a Planned Spending category for these subscriptions with the monthly total amount as the monthly spending amount.

Personally, I'm good with the current set up using due dates for my recurring bills and subscriptions seeing it as a cashflow thing as the month progresses.