Spending Plan

Spending Plan information reset and disappearing

Closed jonathanstarward 22 views 1 comment 0 points Most recent by Coach Jon May 5Report a Bug

Feedback and suggestions for Simplifi from a new user (multiple features)

Closed leogibson 43 views 3 comments 0 points Most recent by EL1234 April 21Feedback

16

Make 'Transfers' its own section in the Spending Plan (edited)

Active DryHeat 178 views 9 comments 16 points Most recent by EL1234 April 19Feature Requests

5

Transaction Activity column selections in Reports, Watchlists, and the Spending Plan should stick

In Progress Max1223 651 views 33 comments 5 points Most recent by UrsulaA April 17Feature Requests

11

Planned Spending - Add One-Time Expense that crosses Multiple Months

Active Flopbot 133 views 8 comments 11 points Most recent by EL1234 April 17Feature Requests

Why does my Savings Goal appear in Spending Plan months past its target date?

Answered ✓ Closed tylermdunn 43 views 4 comments 0 points Most recent by DryHeat April 15Using Savings Goals

Escrow and Investment Transfers in Spending Plan

Closed SteadyTrajectory 139 views 11 comments 0 points Most recent by SteadyTrajectory April 11Troubleshooting

223

Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

Completed Closed buncha 5.1K views 138 comments 223 points Most recent by Coach Natalie April 10Feature Requests

3

Ability to close/minimize the Spending Plan 'Totals' panel on the Web App (edited)

missyrae7 64 views 2 comments 3 points Most recent by missyrae7 April 2Feature Requests

Spending Plan: Upcoming credit card payment showing in both Bills and Other Spend

Closed DryHeat 59 views 3 comments 0 points Most recent by Coach Jon April 2Troubleshooting

Trying to confirm transfer concept for including in Spending Plan (edited)

Closed Redfrog09 13 views 2 comments 0 points Most recent by SRC54 April 1Using Transfers

Did I meet Budget

Closed MDZ 37 views 3 comments 0 points Most recent by Coach Natalie March 31Feedback

8

Annual Spending Plan

Active DannyB 274 views 25 comments 8 points Most recent by MDZ March 28Feature Requests

Merged: Annual Budget

Closed MDZ 11 views 0 comments 1 point Started by MDZ March 28 Feature Requests

Planned Spend expense series not appearing in 2027 Spending Plan — known bug?

Answered ✓ Closed stacyvance 31 views 4 comments 0 points Most recent by DryHeat March 28Using the Spending Plan

How to exclude part of a split from spending plan?

Closed System 246 views 35 comments 0 points Most recent by DryHeat March 27Managing Your Transactions

"Delete Series" from the Edit Series window does not show a confirmation dialog (edited)

Closed ajbopp 82 views 8 comments 1 point Most recent by Coach Natalie March 26Report a Bug

Spending plan for extended period

Closed John Dressel 53 views 5 comments 0 points Most recent by SRC54 March 18Using the Spending Plan

How to Include Business Bills in Spending Plan? (edited)

Closed KITS 23 views 1 comment 1 point Most recent by DryHeat March 18Using the Spending Plan

6

Ability to create Planned Spending Expenses for Credit Card Payments and other Transfers (edited)

Active turb0 256 views 5 comments 6 points Most recent by jaywilk March 13Feature Requests

Spending update notification data seems to be incorrect (edited)

Closed RobI 23 views 2 comments 0 points Most recent by RobI March 12Troubleshooting

4

Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

Completed Closed UrsulaA 43 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests

Recurring transactions, projected cash flow, and spending plan all zeroed out after upgrading to QBP

Closed L McGregor 32 views 5 comments 0 points Most recent by L McGregor March 4General Troubleshooting

Pending and cleared transaction showing as duplicates in Spending Plan

Closed RobI 132 views 9 comments 1 point Most recent by SRC54 March 4Using the Spending Plan

5

Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

Completed Closed RockLee 21 views 1 comment 5 points Most recent by Coach Natalie February 27Feature Requests

2

QBP: Transfers from business to personal accounts should show as Income in Spending Plan

Active cyberstackn 57 views 2 comments 2 points Most recent by cyberstackn February 27Quicken Business & Personal Feature Requests

Merged: Bill Reminder Disappeared

Closed Jhinkk 1 view 0 comments 0 points Most recent by Jhinkk February 26Report a Bug

"Projected spend" keeps changing from where I set it

Closed ClaireD 21 views 1 comment 0 points Most recent by Coach Jon February 23Troubleshooting

5

Ability to lock past months in the Spending Plan (edited)

Active CarsonTaylor 22 views 2 comments 5 points Most recent by CarsonTaylor February 19Feature Requests

Spending Plan

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