Spending Plan

Discussion List

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  Investment Transactions & Spending Plan

  Closed mellis87 207 views 3 comments 0 points Most recent by mellis87 July 2023Using the Spending Plan
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  Add Watchlist features to Spending Plan items (edited)

  Active Scott T 55 views 2 comments 0 points Most recent by DannyB July 2023Feature Requests
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  Reflections on using Savings Goals to handle non-monthly/annual/semiannual expenses

  Closed DannyB 290 views 5 comments 1 point Most recent by Flopbot July 2023Using Savings Goals
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  Use Transaction Detail modal for 'Edit transaction' in Bills & Income of the Spending Plan (edited)

  Active RobWilk 63 views 1 comment 0 points Most recent by Coach Natalie June 2023Feature Requests
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  Merged: Add more options for bill frequency like "every 3 weeks", "every 4 months" etc

  ecoffey23 1 view 0 comments 1 point Started by ecoffey23 June 2023 Feature Requests
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  Ability to mark just one side of a Transfer to Ignore from Spending Plan (edited)

  Completed Closed RobWilk 632 views 19 comments 4 points Most recent by RobWilk June 2023Feature Requests
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  14
  Subtract Recurring Investment Transfers from my Spending Plan amount (edited)

  Completed Closed davecave 560 views 7 comments 14 points Most recent by Coach Natalie June 2023Feature Requests
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  The 'Transfers' bucket is now live in the Spending Plan!

  Closed Coach Natalie 568 views 0 comments 4 points Started by Coach Natalie June 2023 Updates From the Product Team
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  Periodic Summary Report, leading to Spending Plan Guidance & Suggestions (edited)

  Active ajbopp 75 views 2 comments 3 points Most recent by ajbopp June 2023Feature Requests