Spending Plan

Discussion List

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  3 Dot Menu Selections for the Income section of the Spending Plan

  Closed DannyB 40 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 60 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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  6

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

  Active DryHeat 49 views 4 comments 6 points Most recent by Jenny T October 2025Feature Requests
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  26

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

  Active DannyB 758 views 38 comments 26 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 45 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 763 views 59 comments 79 points Most recent by kevindavidgreer September 2025Feature Requests
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  Deleting completed Savings Goal corrupts previous months' Spending Plans

  Closed DryHeat 93 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 624 views 27 comments 88 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 1.4K views 57 comments 81 points Most recent by amacondray September 2025Feature Requests
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  Download Spending Plan to .XLS or .CSV

  Active breedpdx 201 views 8 comments 24 points Most recent by Thursday September 2025Feature Requests
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  20

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  Add Notes to Planned Spending Items (edited)

  Active nicko 166 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 2K views 190 comments -1 point Most recent by Coach Natalie September 2025Feedback
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  Spending plan vs available balance

  Closed Trisia.Eickhoff 24 views 1 comment 0 points Most recent by Coach Kristina September 2025Using the Spending Plan
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  How to Account for Next Month's Rent without Going Negative?

  Closed Prateek 26 views 1 comment 0 points Most recent by DryHeat September 2025Using the Spending Plan
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  Left this Month = $NaN ??

  Closed donnajean 131 views 26 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  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 2025Feature Requests
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  Even out check arrival month in spending plan

  Closed resaxon 13 views 1 comment 2 points Most recent by Coach Natalie September 2025Feedback
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  Posted date transaction vs actual

  Closed Earvin 18 views 2 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  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 2025Feature Requests
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  Should old Spending Plans expire or be archived?

  Closed SRC54 32 views 3 comments 0 points Most recent by SRC54 September 2025Using the Spending Plan
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  Have recurring transactions show up in planned spending (edited)

  Active GirlFriday715 533 views 27 comments 1 point Most recent by SRC54 September 2025Feature Requests
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  Planned Spend Categories Resets in Future Months

  Closed JKBudget 16 views 1 comment 0 points Most recent by SRC54 August 2025Troubleshooting
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  "Planned Spend" Number Top of Spending Plan is Mixing Planned Spending and Actual Overspent

  Closed buttersh 57 views 5 comments 0 points Most recent by DryHeat August 2025Troubleshooting
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  Left this month and overspending in Planned Spend (edited)

  Answered ✓ Closed Kimmie 142 views 2 comments 0 points Most recent by DryHeat August 2025Using the Spending Plan
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  Customize Budget Cycle (As Opposed to Month-to-Month) (3 Merged Votes)

  Active purdnost 1.3K views 38 comments 74 points Most recent by Kevp123 August 2025Feature Requests
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  Venmo "income" transactions excluded from spending plan

  Closed bellassaije 128 views 9 comments 0 points Most recent by bellassaije August 2025Troubleshooting
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  How to track a large bill paid from savings without blowing my budget (edited)

  Closed chicago89 46 views 7 comments 0 points Most recent by EL1234 August 2025Using the Spending Plan
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  Credit Cards and the Spending Plan (edited)

  Closed countrycloudboy 253 views 5 comments 0 points Most recent by Coach Jon August 2025Feedback