Spending Plan

Discussion List

• 
  43

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

  Active HQ2 419 views 16 comments 43 points Most recent by DryHeat October 26Feature Requests
• 
  3

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

  Active sidewalkboots 33 views 2 comments 3 points Most recent by DryHeat October 21Quicken Business & Personal Feature Requests
• 
  4

  Up Down
  Spending Plan Memo Area

  Active Loukas 11 views 0 comments 4 points Started by Loukas October 20 Feature Requests
• 
  Unable to go back to prior months in the Spending Plan in new Space (edited)

  Closed lynchbro 31 views 4 comments 0 points Most recent by DryHeat October 18General Troubleshooting
• 
  Expected/allowed spending overages? (Seasonal income)

  Closed NachoAverageCabbage 52 views 7 comments 0 points Most recent by DryHeat October 17Using the Spending Plan
• 
  Linking Savings goal to transactions

  Answered ✓ Closed lynchbro 41 views 1 comment 1 point Most recent by Coach Kristina October 12Using Savings Goals
• 
  Help with counting transfers as income (edited)

  Closed z1r 90 views 6 comments 0 points Most recent by DryHeat October 11Bills and Income
• 
  3 Dot Menu Selections for the Income section of the Spending Plan

  Closed DannyB 38 views 5 comments 0 points Most recent by DannyB October 10How do you Quicken Simplifi?
• 
  "Delete Series" from the Edit Series window does not show a confirmation dialog (edited)

  ajbopp 58 views 6 comments 1 point Most recent by Coach Natalie October 8Report a Bug
• 
  Feature Request - Count cash in available spending (edited)

  Closed ErikaRose 16 views 2 comments 0 points Most recent by RobWilk October 3Feedback
• 
  6

  Up Down
  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 45 views 4 comments 6 points Most recent by Jenny T October 3Feature Requests
• 
  25

  Up Down
  Spending Plan: Option to forward 'Left at End of Month/Available' to the following month (edited)

  Active DannyB 699 views 38 comments 25 points Most recent by DannyB October 2Feature Requests
• 
  Loan Payment Category identified as 'other spending' when it was a recurring bill

  Answered ✓ Closed RobWilk 45 views 6 comments 0 points Most recent by Coach Natalie September 29Troubleshooting
• 
  78

  Up Down
  Ability to see a Total for all Planned Spending Items (Original & Current) [edited]

  Active rosalynraelyn 703 views 59 comments 78 points Most recent by kevindavidgreer September 29Feature Requests
• 
  Deleting completed Savings Goal corrupts previous months' Spending Plans

  Closed DryHeat 69 views 10 comments 0 points Most recent by DryHeat September 26Using Savings Goals
• 
  88

  Up Down
  Annual Planned Spending or other options besides Monthly [edited] (2 Merged Votes)

  Active chanceryder25 617 views 27 comments 88 points Most recent by ns99 September 22Feature Requests
• 
  79

  Up Down
  Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)

  Active tngzng 1.3K views 57 comments 79 points Most recent by amacondray September 19Feature Requests
• 
  23

  Up Down
  Download Spending Plan to .XLS or .CSV

  Active breedpdx 196 views 8 comments 23 points Most recent by Thursday September 17Feature Requests
• 
  20

  Up Down
  Add Notes to Planned Spending Items (edited)

  Active nicko 156 views 11 comments 20 points Most recent by medha311 September 15Feature Requests
• 
  Spending Plan Redesign: Share your feedback here!

  Closed Coach Natalie 1.9K views 190 comments -1 point Most recent by Coach Natalie September 15Feedback
• 
  Spending plan vs available balance

  Closed Trisia.Eickhoff 20 views 1 comment 0 points Most recent by Coach Kristina September 13Using the Spending Plan
• 
  How to Account for Next Month's Rent without Going Negative?

  Closed Prateek 23 views 1 comment 0 points Most recent by DryHeat September 13Using the Spending Plan
• 
  Left this Month = $NaN ??

  Closed donnajean 122 views 26 comments 0 points Most recent by Coach Jon September 11Report a Bug
• 
  8

  Up Down
  Deduct Future Dated Transactions from Left to Spend (not just Recurring) [edited]

  Active CEBrown 45 views 4 comments 8 points Most recent by Coach Natalie September 10Feature Requests
• 
  Even out check arrival month in spending plan

  Closed resaxon 12 views 1 comment 2 points Most recent by Coach Natalie September 9Feedback
• 
  Posted date transaction vs actual

  Closed Earvin 15 views 2 comments 0 points Most recent by Coach Natalie September 8Feedback
• 
  3
  Ability to jump back to the current month in the Spending Plan (edited)

  Completed Closed pawebb 41 views 2 comments 3 points Most recent by Coach Natalie September 8Feature Requests
• 
  Should old Spending Plans expire or be archived?

  Closed SRC54 27 views 3 comments 0 points Most recent by SRC54 September 7Using the Spending Plan
• 
  0

  Up Down
  Have recurring transactions show up in planned spending (edited)

  Active GirlFriday715 494 views 27 comments 0 points Most recent by SRC54 September 2Feature Requests