Hello, I am comparing this app with Monarch and trying to decide which app to go with. Quicken has better bank connectivity; however, it is missing the key feature of comparing my budget (spending plan) with my actual expenses by month and by year - as a key view that comes up quickly.
I am looking for an app that will a) help me set a budget based on previous expenses b) help me view that budget over month or years and allow me make planning decisions about what I want to do and adjust the budget accordingly c) lock-in the budget when I am ready and d) help me monitor my spending against my budget at a high level and drill down into the details if possible. Currently I have to go into the spending plan tab and see if expenses have changed from "Upcoming" to "whatever" - this is too much mental math. Also I have to toggle between my spending plan tab and my income and expense view to see what is going on. I have also not found an view for the spending plan by year.
If you merged the bills & income view with the spending plan I think you would have it.
Maybe this vision doesn't fit into what Quicken is trying to do. If not - no worries. I just thought I would pass this along.
