Spending Plan

Discussion List

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  Will Bills in spending plan automatically update based on changes made to recurring bills?

  Question cloudquick 6 views 0 comments 0 points Started by cloudquick 4:42PM Using the Spending Plan
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  3

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  Ability to Create Smart Expenses in Planned Spending (edited)

  Active killweav 36 views 1 comment 3 points Most recent by Coach Natalie June 11Feature Requests
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  18

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  Download Spending Plan to .XLS or .CSV

  Active breedpdx 161 views 7 comments 18 points Most recent by jerryvetter June 8Feature Requests
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  Spending Plan- Transaction Activity- Manage Columns

  LadyDorian 10 views 1 comment 0 points Most recent by Coach Natalie June 6Feedback
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  Truly Handle Fidelity Cash Management Account (CMA) as Checking, not Investment

  ndurand 61 views 3 comments 2 points Most recent by Coach Natalie June 5Adding and Updating Accounts
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  199

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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.6K views 59 comments 199 points Most recent by PenguinKing June 4Feature Requests
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  Spending Plan "Income after bills & savings" needs to subtract SG contributions

  RiversideKid 52 views 8 comments 1 point Most recent by Coach Natalie June 3Troubleshooting
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  I like the software but would love a few improvements!

  LucyTheCat 26 views 1 comment 0 points Most recent by DannyB June 3Feedback
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  1

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  Enter Spending Plan/Budget in Table View

  Active sNashville 365 views 12 comments 1 point Most recent by Karahartley June 3Feature Requests
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  69

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  Customize Budget Cycle (As Opposed to Month-to-Month) (3 Merged Votes)

  Active purdnost 1.1K views 36 comments 69 points Most recent by justme4 June 2Feature Requests
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  Ability to assign a transaction from one month to a different month's Spending Plan (edited)

  Active Danielle 201 views 8 comments 1 point Most recent by tannebil May 31Feature Requests
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  Spending Plan Pie Chart

  Answered ✓ DannyB 22 views 2 comments 1 point Most recent by DannyB May 28Using the Spending Plan
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  Ability to see a Total for all Planned Spending Items (Original & Current) [edited]

  Active rosalynraelyn 609 views 52 comments 69 points Most recent by EL1234 May 26Feature Requests
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  How Do I Handle a Reimbursement from my Employer?

  housetr 66 views 10 comments 0 points Most recent by EL1234 May 23Managing Your Transactions
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  4
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 134 views 15 comments 4 points Most recent by IWR1 May 20Feature Requests
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  What to do with a recurring reminder when one has a credit and no balance due?

  Answered ✓ DannyB 11 views 1 comment 0 points Most recent by Coach Natalie May 20Bills and Income
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  Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)

  Active tngzng 1.2K views 53 comments 70 points Most recent by DryHeat May 19Feature Requests
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  Transfers from my Checking account to my IRA are not appearing as linked transfers.

  jsmith1234 45 views 8 comments 0 points Most recent by DryHeat May 17Using Transfers
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  Spending Plan forced Bill connect

  marksomebody 12 views 2 comments 0 points Most recent by Coach Kristina May 17Troubleshooting
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  Spending Plan "overspent"

  cchristian6 25 views 1 comment 0 points Most recent by SRC54 May 16Using the Spending Plan
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  Spending plan feature can’t handle transfers (edited)

  Closed Gnnd 64 views 8 comments 0 points Most recent by Gnnd May 15Using the Spending Plan
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  Feature Questions & Feedback

  Closed arknemsis 36 views 4 comments 0 points Most recent by Coach Natalie May 14Feedback
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  "Delete Series" from the Edit Series window does not show a confirmation dialog (edited)

  ajbopp 56 views 5 comments 1 point Most recent by Coach Natalie May 13Report a Bug
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  Some subscriptions displayed in the Spending Plan Bills section

  Closed ajbopp 286 views 18 comments 0 points Most recent by Coach Natalie May 9Report a Bug
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  Freedom Credit Union Transactions Don't Sync

  Closed vmorgs 33 views 7 comments 0 points Most recent by Coach Jon May 9Adding and Updating Accounts
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  1

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  Add an Account column to Bills in the Spending Plan (edited)

  Active Gaberino 16 views 1 comment 1 point Most recent by DannyB May 8Feature Requests
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  Spending Plan Layout

  Closed BHazeltine 16 views 1 comment 0 points Most recent by Coach Jon May 6Feedback
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  Spending Plan Linking to Transaction Issues.

  Answered ✓ Closed RonH2K 31 views 3 comments 0 points Most recent by DannyB May 6Using the Spending Plan
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  Ability to roll over unallocated funds

  Closed Antipode51 38 views 3 comments 1 point Most recent by SRC54 May 1Getting Started
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  221
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 3.5K views 115 comments 221 points Most recent by EL1234 April 29Feature Requests