Spending Plan

Discussion List

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  Add Tags to Transactions in Spending Plan

  Closed MikeZ 41 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 67 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 65 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 190 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 11 views 0 comments 0 points Most recent by MishaM November 2025Report a Bug
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  Ability to create Planned Spending Expenses for both Parent and Child Categories (edited)

  Active eadkins20 114 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 112 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 21 views 2 comments 0 points Most recent by lynchbro October 2025Troubleshooting
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  Include checking account balance in Spending Plan (3 Merged Votes)

  Active HQ2 446 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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  QBP: Ability to include business income and expenses in the Spending Plan (edited)

  Active sidewalkboots 44 views 2 comments 6 points Most recent by DryHeat October 2025Quicken Business & Personal Feature Requests
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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 36 views 4 comments 0 points Most recent by DryHeat October 2025General Troubleshooting
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  Expected/allowed spending overages? (Seasonal income)

  Closed NachoAverageCabbage 72 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 41 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 138 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income
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  3 Dot Menu Selections for the Income section of the Spending Plan

  Closed DannyB 46 views 5 comments 0 points Most recent by DannyB October 2025How do you Quicken Simplifi?
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  "Delete Series" from the Edit Series window does not show a confirmation dialog (edited)

  ajbopp 61 views 6 comments 1 point Most recent by Coach Natalie October 2025Report a Bug
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  Feature Request - Count cash in available spending (edited)

  Closed ErikaRose 16 views 2 comments 0 points Most recent by RobWilk October 2025Feedback
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  Spending Plan: Option to forward 'Left at End of Month/Available' to the following month (edited)

  Active DannyB 819 views 38 comments 27 points Most recent by DannyB October 2025Feature Requests
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  Loan Payment Category identified as 'other spending' when it was a recurring bill

  Answered ✓ Closed RobWilk 42 views 6 comments 0 points Most recent by Coach Natalie September 2025Troubleshooting
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  Ability to see a Total for all Planned Spending Items (Original & Current) [edited]

  Active rosalynraelyn 830 views 59 comments 80 points Most recent by kevindavidgreer September 2025Feature Requests
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  Deleting completed Savings Goal corrupts previous months' Spending Plans

  Closed DryHeat 145 views 10 comments 0 points Most recent by DryHeat September 2025Using Savings Goals
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  Annual Planned Spending or other options besides Monthly [edited] (2 Merged Votes)

  Active chanceryder25 657 views 27 comments 89 points Most recent by ns99 September 2025Feature Requests
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  Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)

  Active tngzng 1.5K views 57 comments 82 points Most recent by amacondray September 2025Feature Requests
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  Download Spending Plan to .XLS or .CSV

  Active breedpdx 204 views 8 comments 25 points Most recent by Thursday September 2025Feature Requests
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  Add Notes to Planned Spending Items (edited)

  Active nicko 174 views 11 comments 20 points Most recent by medha311 September 2025Feature Requests
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  Spending Plan Redesign: Share your feedback here!

  Closed Coach Natalie 2.2K views 190 comments -1 point Most recent by Coach Natalie September 2025Feedback