Hi, any updates on this one? It will be great to have.
Looking forward to this feature!
Yes, I agree. I would love to see a more ‘table’ like view for the spending plan, organized by category.
I would love to see the option on the reports view for the future months and even the following 12 months. The data is in the monthly tabs for the spending plan but there is no way to see the next few months in one view. This would be extremely helpful for months that I may have to tap into savings because I am short on a month but have extra in other months. I do like the bills/income overview but it just limits the break down for each month which would be beneficial to see in one view. Overall, I love the system and it is a great help1
Wishing there was a n annual budget report. Line items (rows, Months (Columns) that incorporates forward looking months. SO one view would be the theoretical budget by month and another would be YTD actual and future months. You can see future months in the Spending Plan but not comprehensively.
I agree that being able to see the Spending Plan annually or current year would be nice. However, it doesn't need to be in a table view for me. I never liked or understood the Budget in Quicken Classic. Granted that is my fault, but it was just too much trouble. I used the budget tools in Microsoft Money and others I won't name, and they were much easier to implement.
This is definitely needed. Something similar to the Spending Plan by Month, but a roll up of an Annual Budget/Spending plan.
Yes, I too would still like some function that would allow us to view the ‘Planned Spend’ items more thoroughly and towards the future. I would like to see an ‘Excluded’ toggle at the bottom of the Planned Spend screen so I can see which categories have not been included in this month’s spend plan (in case I’ve forgotten something). In the image below, there is no way to tell in which future month this category is set to recurr. We need better tools to manage these ‘Planned Spend’ items.
