Spending Plan Planning Page

DannyB

I think it would be helpful to have a Spending Plan Planning page where the user can see an annualized representation of the coming year for planning purposes. This would be designed for planning only and give a complete overview of expected income and expenses.

This page would allow the user to manipulate the numbers so as to balance out expenses with income by including all fixed and flexible expenses both monthly and non-monthly over a whole year which would further allow the user to see what is available for short- and long-term savings.

There can be several budget model options for this page that could guide the user in how to allocate their available income and would then pre-populate the amounts in a model spending plan. These options could be based on various personal budgeting models: Percentage base (50/30/20; 60/40) Zero-based; Envelope; Traditional; etc. (See FAQ question two on this page

https://www.quicken.com/lp/ppc/brand-simplifi/

Finally, once the user has used the planning page using whatever model of budget planning, this page would help the user translate their plan into the QS Spending Plan proper.

😁