Deduct Future Dated Transactions from Left to Spend (not just Recurring) [edited]

CEBrown
CEBrown Unconfirmed, Member
edited December 2023 in Feature Requests

If I input a transaction in the future, it should be subtracted from the left to spend category for the month-At the moment, only recurring bills are subtracted.
This makes me think I have more money to spend than I do!

8
8 votes

Completed · Last Updated

Future-dated transactions are included in the Spending Plan and, therefore, deducted from the 'Available' amount.

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello @CEBrown,

    Great suggestion! Don't forget to add your vote! :smile:

    -Coach Natalie

    -Coach Natalie

  • Chriss
    Chriss Member
    > @CEBrown said:
    > If I input a transaction in the future, it should be subtracted from the left to spend category for the month-At the moment, only recurring bills are subtracted.
    > This makes me think I have more money to spend than I do!

    I agree this would be a great add!
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello All, 

    The Community Support Team reviews long-standing Idea posts for relevancy and current interest. This Idea seems to have fallen stagnant and we would like to gauge the current level of interest in this request. 

    If you would like to see this Idea implemented, please add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here

    Thank you,

    Quicken Simplifi Community Support Team

    -Coach Natalie

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello All, 

    This Idea seems to have fallen stagnant, and due to the age of the request and lack of user votes/comments, will be archived within the next 10 business days.

    If you would like to see this Idea kept alive and considered for possible future implementation in Quicken Simplifi, please be sure to add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here

    Thank you,

    Quicken Simplifi Community Support Team

    -Coach Natalie

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Future-dated transactions are included in the Spending Plan and, therefore, deducted from the 'Available' amount.

    Screenshot 2026-02-12 at 11.38.32 AM.png

    Thank you!

    -Coach Natalie

  • EL1234
    EL1234 Member ✭✭✭✭

    That's a really nice addition!

  • DryHeat
    DryHeat Superuser ✭✭✭✭

    I notice that future dated Refunds also show up in whatever Planned Spend expense series they will belong to.

    That makes sense, as they are just a particular type of future dated transaction.

    DryHeat
    -Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)

  • EL1234
    EL1234 Member ✭✭✭✭

    Now if only we could get them to show up in the register!

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • EL1234
    EL1234 Member ✭✭✭✭