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Spending Plan
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Discussion List
Working with Planned Spending Rollover: An Experiment
DannyB
213
views
11
comments
6
points
Most recent by
DannyB
12:50AM
How do you Simplifi?
16
Up
Down
Mobile Phone Widget for Planned Spending (edited)
In Review
GCA
390
views
6
comments
16
points
Most recent by
Paulina
April 25
Feature Requests
Transfers to investment account come out as 2 transactions, but come in as 1
birbyb
27
views
2
comments
0
points
Most recent by
birbyb
April 25
Managing Your Transactions
Spending Plan Income dissappearing
Max1223
170
views
26
comments
1
point
Most recent by
Coach Natalie
April 25
Report a Bug
[ONGOING] 3/27/24: Changes to Recurring Series Exclusions not being reflected in the Spending Plan
Closed
Coach Natalie
176
views
1
comment
1
point
Most recent by
Coach Natalie
April 25
Known Product Issues
291
Rollover unused Spending Plan money [edited] (10 Merged Votes)
Completed
jhirasaki
13.9K
views
366
comments
291
points
Most recent by
RobWilk
April 25
Feature Requests
54
Up
Down
Customize Budget Cycle (As Opposed to Month-to-Month) (3 Merged Votes)
Active
purdnost
742
views
30
comments
54
points
Most recent by
Logan M
April 24
Feature Requests
Splitting Paychecks imbalances spending plan
mthoza
15
views
1
comment
0
points
Most recent by
Coach Jon
April 24
Report a Bug
"Minor" issue with text overflow in new list view of Planned Spending
DannyB
29
views
3
comments
0
points
Most recent by
Coach Jon
April 24
Report a Bug
151
Up
Down
Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)
In Review
mcjerbons
2K
views
47
comments
151
points
Most recent by
Coach Natalie
April 23
Feature Requests
11
Show Planned Spending in a row format/condensed view of Planned Spending items (edited)
Completed
stmoore23
392
views
22
comments
11
points
Most recent by
Coach Natalie
April 22
Feature Requests
44
Up
Down
Savings Goals should add back to the Spending Plan when used (2 Merged Votes)
Active
rayhooker
255
views
24
comments
44
points
Most recent by
DannyB
April 22
Feature Requests
Merged: Tracking savings goal "spending"
SeanTall
8
views
0
comments
1
point
Started by
SeanTall
April 20
Feature Requests
Spending plan not saving
Gray
11
views
1
comment
0
points
Most recent by
Coach Kristina
April 20
Report a Bug
1
Up
Down
Spending Plan: Add hashmarks to the circle graph to show relative progress (edited)
Active
LDC
13
views
0
comments
1
point
Started by
LDC
April 19
Feature Requests
How to handle Bills from Multiple Accounts
Answered ✓
MishaM
52
views
7
comments
0
points
Most recent by
Coach Natalie
April 17
Using the Spending Plan
56
Up
Down
Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)
Active
tngzng
800
views
41
comments
56
points
Most recent by
Max1223
April 16
Feature Requests
Merged: Better detail on Released funds in Spending Plan, Planned Spending
Max1223
9
views
0
comments
1
point
Started by
Max1223
April 16
Feature Requests
Spending Plan - Transfers & Credit Card Payments Not Sorting by Date
Holysmokes
56
views
7
comments
0
points
Most recent by
Holysmokes
April 16
Report a Bug
Merged: Spending Plan UX/UI - Make Spending Plan more friendly to the 50/30/20 rule [Edited]
Emily Fink
14
views
0
comments
1
point
Started by
Emily Fink
April 13
Feature Requests
4
Up
Down
50 30 20 budget
Active
Wondering
72
views
2
comments
4
points
Most recent by
Emily Fink
April 13
Feature Requests
Spending plan discrepancy persists?
Answered ✓
Erin
74
views
5
comments
0
points
Most recent by
Erin
April 12
Report a Bug
Utilities money from roommate not subtracting from whole category
Answered ✓
peaceloveelina
44
views
2
comments
0
points
Most recent by
DannyB
April 12
Bills and Income
After importing my accounts from Mint, Spending plan always shows zero for all categories
System
63
views
2
comments
0
points
Most recent by
Coach Natalie
April 10
Report a Bug
editing a recurring series does not update any future reminders in spending plans
bling
19
views
2
comments
0
points
Most recent by
Coach Natalie
April 9
Report a Bug
Is there a way to track planned spending Annually as opposed to Monthly
Answered ✓
Jaimeet
20
views
1
comment
0
points
Most recent by
UrsulaA
April 9
Using the Spending Plan
Merged: Add list view mode to Spending plan and/or Watchlist
garzajp93
7
views
0
comments
1
point
Started by
garzajp93
April 9
Feature Requests
185
Up
Down
Ability to Ignore part of a split transaction [edited] (3 Merged Votes)
In Review
buncha
2K
views
77
comments
185
points
Most recent by
db84489
April 9
Feature Requests
American Express Missing Transaction
Max1223
32
views
1
comment
0
points
Most recent by
Coach Jon
April 8
Troubleshooting
Planned Spending: Deleting series only deletes current month
ajbopp
34
views
4
comments
0
points
Most recent by
ajbopp
April 8
Report a Bug
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