Spending Plan

Discussion List

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  1

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  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 35 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests
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  3

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  Use green font for positive amounts in the Bills section of the Spending Plan (edited)

  Active DryHeat 26 views 0 comments 3 points Started by DryHeat November 2025 Feature Requests
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  QBP: Are business expenses 'supposed' to be excluded from the spending plan?

  Closed RobWilk 32 views 1 comment 0 points Most recent by DryHeat November 2025General Troubleshooting
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  46

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  Release Partial Amount of Planned Spending/Transfer Available to Cover Overages (edited)

  Active Flopbot 352 views 17 comments 46 points Most recent by DannyB November 2025Feature Requests
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  5

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  Add a Spending Plan Report for Trends and "What If" Scenarios [edited] (3 Merged Votes)

  Active Ciarroni 455 views 5 comments 5 points Most recent by Coach Natalie November 2025Feature Requests
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  Manually link transfers to each other

  Closed paradisfm 46 views 3 comments 0 points Most recent by RickS November 2025Managing Your Transactions
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  34

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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 922 views 45 comments 34 points Most recent by flintster_99 November 2025Feature Requests
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  Spending plan expenses disappeared (edited)

  Closed Ruonline 21 views 1 comment 0 points Most recent by SRC54 November 2025Using the Spending Plan
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  Improve Budgeting Feature

  Closed eteam49ers 49 views 1 comment 3 points Most recent by Coach Jon November 2025Using the Spending Plan
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  How to use completed savings goals

  Answered ✓ Closed Mike B 37 views 4 comments 0 points Most recent by Mike B November 2025Feedback
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  Add Tags to Transactions in Spending Plan

  Closed MikeZ 42 views 3 comments 4 points Most recent by Coach Natalie November 2025Using the Spending Plan
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  Bank Account expenses handled incorrectly?

  Answered ✓ Closed cmccord 56 views 5 comments 0 points Most recent by SRC54 November 2025Using the Spending Plan
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  How to withdraw from savings goal?

  Closed llamafilm 42 views 4 comments 0 points Most recent by RobWilk November 2025Using Savings Goals
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  22
  Don't include current month in 'Last 6 Months' for Planned Spending expenses (edited)

  Completed Closed mrzoops 110 views 16 comments 22 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Auto-release planned spend did not auto-release

  Closed MishaM 16 views 0 comments 0 points Most recent by MishaM November 2025Report a Bug
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  9

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  Ability to create Planned Spending Expenses for both Parent and Child Categories (edited)

  Active eadkins20 106 views 7 comments 9 points Most recent by Coach Natalie October 2025Feature Requests
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  Tags list in a transaction in the Spending Plan not in alphabetical order

  Closed MishaM 98 views 11 comments 0 points Most recent by DannyB October 2025Report a Bug
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  recurring series (income and bills/subscriptions) are duplicated in the mobile app (edited)

  Closed lynchbro 26 views 2 comments 0 points Most recent by lynchbro October 2025Troubleshooting
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  44

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  Include checking account balance in Spending Plan (3 Merged Votes)

  Active HQ2 438 views 16 comments 44 points Most recent by DryHeat October 2025Feature Requests
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  Merged: Spending plan per account

  Closed ternthefern 11 views 0 comments 1 point Most recent by DryHeat October 2025Feature Requests
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  4

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  QBP: Ability to include business income and expenses in the Spending Plan (edited)

  Active sidewalkboots 42 views 2 comments 4 points Most recent by DryHeat October 2025Quicken Business & Personal Feature Requests
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  4

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  Spending Plan Memo Area

  Active Loukas 11 views 0 comments 4 points Started by Loukas October 2025 Feature Requests
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  Unable to go back to prior months in the Spending Plan in new Space (edited)

  Closed lynchbro 34 views 4 comments 0 points Most recent by DryHeat October 2025General Troubleshooting
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  Expected/allowed spending overages? (Seasonal income)

  Closed NachoAverageCabbage 73 views 7 comments 0 points Most recent by DryHeat October 2025Using the Spending Plan
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  Linking Savings goal to transactions

  Answered ✓ Closed lynchbro 43 views 1 comment 1 point Most recent by Coach Kristina October 2025Using Savings Goals
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  Help with counting transfers as income (edited)

  Closed z1r 102 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income