Ability to exclude 'paid' items from the Bills total in the Spending Plan (edited)
It would be good to have the option to exclude paid bills from the total of Bills. Same in the Transfer section. It will give users the ability to know the amount of pending Bills and pending Credit card payments. This is exclude Bills with status "Paid" and Transfer with status "Sent" from the total shown. Example: I have a total of 1,800 in Bills for Feb, but 1,100 has already been paid, so I would like to have the option to show me total for unpaid bills only or all bills (As currently is).
Comments
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This will be helpful when you have a couple pages of bills and you're at the end of the month. The similarity of 'Paid' and 'Past' plus the subtle color differences between the two (I am partially color blind) make it difficult to quickly pick out what is still pending.
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I came here searching for this feature. I just want to know the amount of the remaining bills for the month so I can compare it with the account balance that I use to pay them.
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You can exclude a bill from the Spending Plan by opening up a transaction and checking that box for "Exclude from". That will put it at the bottom of the list, grey it out, and remove it from the total. (You won't see the excluded bills in the list unless you click on the "eye" symbol to show them.
If you do that, be aware that your "Income after bills & savings" figure and the "available" figure will be artificially inflated because they will no longer take that bill in to account.
Bu I don't think this really works very well for your purposes. The Spending Plan isn't really designed for monitoring cash flow. It's a month-by-month comparison of what is coming in and what is going out. It seems designed to help understand and control spending so that, in the long run, you stay within your means.
But it doesn't tell you if you have the money in the bank to pay for that spending at the moment. That is left to the Projected Cash Flow on the account itself.
DryHeat
-Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)0
