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Spending Plan

Share your feedback here regarding the new 'Transfers' bucket in the Spending Plan!

Announcement Coach Natalie 82 views 16 comments 0 points Most recent by RobWilk 6:48PMFeedback
Spending Plan - Income Way Off Due to Retirement Distributions Being Moved to 'Transfers' (edited)

DannyB 22 views 1 comment 0 points Most recent by Coach Natalie 6:41PMTroubleshooting
Double Count Bills/Planned Spending?

Answered Diver4242 13 views 2 comments 0 points Most recent by Diver4242 6:29PMUsing the Spending Plan
"Spending Plan" "Recurring Bill" under "Other Spending"

RobWilk 7 views 0 comments 0 points Started by RobWilk 1:41PM Report a Bug
"Rolling over" "Left at end of month" to the next month

DannyB 42 views 4 comments 0 points Most recent by DannyB June 3Using the Spending Plan
UPDATED 6/2/23: NEW 6/2/23: Connected Loan Transactions are showing in the Spending Plan

Announcement Closed Coach Natalie 94 views 1 comment 0 points Most recent by Coach Natalie June 2Known Product Issues
UPDATED 6/2/23: NEW 6/1/23: Investment Transactions are showing in the Spending Plan

Announcement Closed Coach Natalie 141 views 1 comment 2 points Most recent by Coach Natalie June 2Known Product Issues
Investments showing in the Spending Plan ver 4.2

millsmn 21 views 1 comment 1 point Most recent by Coach Natalie June 2Report a Bug
Loan Transactions Causing Issues with Spending Plan (edited)

mellis87 108 views 11 comments 1 point Most recent by Coach Natalie June 2Report a Bug
Limit Spending Plan to Certain Accounts?

Answered Diver4242 11 views 4 comments 0 points Most recent by Diver4242 June 2Using the Spending Plan
The 'Transfers' bucket is now live in the Spending Plan!

Announcement Closed Coach Natalie 94 views 0 comments 5 points Started by Coach Natalie June 2 Updates From the Product Team
I May Be A Step Closer To Making Savings Goals Work As I Want

ajbopp 41 views 7 comments 0 points Most recent by Flopbot June 2Share your Success!
2

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Periodic Summary Report, leading to Spending Plan Guidance & Suggestions (edited)

Active ajbopp 26 views 2 comments 2 points Most recent by ajbopp June 2Feature Requests
Spending Plan Graph Results Are Inverted

ajbopp 27 views 2 comments 0 points Most recent by ajbopp June 2Report a Bug
228

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Rollover unused Spending Plan money [edited] (10 Merged Votes)

In Review jhirasaki 3.5K views 102 comments 228 points Most recent by RobertB June 2Feature Requests
38

Spending Plan should include Recurring Transfers [edited] (8 Merged Votes)

Completed bcrossman 573 views 25 comments 38 points Most recent by Coach Natalie June 1Feature Requests
dark mode Spending Plan/Bills title bar sub info in blue under dollar amount very difficult to read

millsmn 34 views 7 comments 0 points Most recent by millsmn June 1Feedback
We want your feedback on the Spending Plan!

Announcement Coach Natalie 2.9K views 132 comments 5 points Most recent by umwi June 1Announcements
[RESOLVED] 5/26/23: Ignored transactions are showing in the Spending Plan on the Web App

Closed Coach Natalie 99 views 1 comment 0 points Most recent by Coach Natalie May 31Known Product Issues
[RESOLVED] 5/24/23: Savings Goal Contributions & Withdraws are creating Spending Plan Transactions

Closed Coach Natalie 68 views 1 comment 0 points Most recent by Coach Natalie May 31Known Product Issues
'Ignore from Spending Plan' transactions are showing in Other Spending

System 48 views 6 comments 0 points Most recent by Coach Natalie May 30Report a Bug
3

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Spending Plans for months when there is no income

Active SJB 19 views 3 comments 3 points Most recent by DannyB May 29Feature Requests
Non-hidden linked transfers now show up as "Unknown" in Other Spending bubbles (edited)

MrGood 46 views 5 comments 1 point Most recent by MrGood May 28Report a Bug
Show Expected Refunds in the Spending Plan as Transactions or Reminders (edited)

nmcmahon1215 45 views 4 comments 8 points Most recent by Coach Natalie May 24Report a Bug
Linked Transactions are sometimes marked 'past' in spending plan (edited)

RobWilk 76 views 13 comments 0 points Most recent by RobWilk May 24Report a Bug
11

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Add option to create Planned Spending Expenses based on Tags (2 Merged Votes)

Active lost_references 79 views 5 comments 11 points Most recent by evbot May 23Feature Requests
-2

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Have recurring transactions show up in planned spending (edited)

Active GirlFriday715 48 views 5 comments -2 points Most recent by DannyB May 21Feature Requests
Transactions not appearing in the Spending Plan

rogerp 37 views 4 comments 0 points Most recent by Coach Natalie May 18Report a Bug
Digital Entertainment Credit

Answered ✓ SanMarzano 24 views 2 comments 0 points Most recent by SanMarzano May 17Bills and Income
Split Txns Not Included in Spending Plan??

Answered Diver4242 68 views 8 comments 0 points Most recent by Coach Natalie May 12Using the Spending Plan

/* * These styles apply ONLY to the header and footer assets. */ * { padding: 0; margin: 0; box-sizing: border-box; } .footer { background: #f5f5f6; color: #555a62; font-size: 14px; line-height: 1.5; padding: 18px 0; } .footer-wrap { padding-left: 18px; padding-right: 18px; max-width: 1236px; margin: 0 auto; } .footer a { color: #0291db; } .footer a:hover { color: #0276b3; } .footer-row { display: flex; flex-wrap: wrap; justify-content: space-between; align-items: center; margin: -3px; } .footer-col { padding: 0 3px; } .footer-col-copyRight { justify-content: flex-start; } .footer-col-logo { justify-content: flex-end; } .footer-col-copyRight, .footer-col-logo { flex: 1; display: flex; } .logo { width: 124px; height: 27px; opacity: 0.6; } @media screen and (max-width: 768px) { .footer-row { display: block; } .footer-col { width: 100%; text-align: center; margin: 6px 0; } .footer-col:first-child { margin-top: 0; } .footer-col:last-child { margin-bottom: 0; } .footer-col-copyRight, .footer-col-logo { justify-content: center; } .logo { margin: 0 auto; } } /*# sourceMappingURL=styles.css.map */

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