Spending Plan

Discussion List

• 
  66

  Up Down
  Savings Goals should add back to the Spending Plan when used (2 Merged Votes)

  Active rayhooker 826 views 29 comments 66 points Most recent by SMSmith96 February 18Feature Requests
• 
  Split Transactions Not Showing Up in Planned Spending or Other Spending

  Closed pastchief8 67 views 7 comments 0 points Most recent by pastchief8 February 16Troubleshooting
• 
  Stop hiding Venmo by default

  Closed bobmablob 71 views 3 comments 0 points Most recent by Coach Natalie February 16Feedback
• 
  Missing Spending Plan for 2027 (edited)

  Closed stacyvance 12 views 1 comment 0 points Most recent by DryHeat February 16Using the Spending Plan
• 
  1

  Up Down
  Ability to set a default custom income amount in the Spending Plan (edited)

  Active amintzer 102 views 9 comments 1 point Most recent by EL1234 February 16Feature Requests
• 
  Bills also appearing as Other Spend in Spending Plan

  Closed Mortimer Duke 58 views 5 comments 0 points Most recent by DryHeat February 15Using the Spending Plan
• 
  How to change Custom Income in Spending Plan for all future months? (edited)

  Answered ✓ Closed amintzer 67 views 3 comments 0 points Most recent by Coach Natalie February 13Using the Spending Plan
• 
  8
  Deduct Future Dated Transactions from Left to Spend (not just Recurring) [edited]

  Completed Closed CEBrown 73 views 10 comments 8 points Most recent by EL1234 February 13Feature Requests
• 
  Some active goals show up in my spending plan as having $0 monthly contributions (edited)

  Closed Jerrod 174 views 12 comments 0 points Most recent by Coach Jon February 9Report a Bug
• 
  Savings Goal Not Adding Back to Spending Plan with Withdrawn

  Closed TiggerTrainer 38 views 3 comments 0 points Most recent by TiggerTrainer February 4Report a Bug
• 
  13

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

  Active DryHeat 84 views 7 comments 13 points Most recent by EL1234 February 3Feature Requests
• 
  Contributing to a goal doesn't update the "This Month" amount or the Spending Plan (edited)

  Closed rpulivarti 47 views 3 comments 0 points Most recent by DryHeat February 3Report a Bug
• 
  Spending Plan - How to include checking account balance?

  Closed djp2025 54 views 2 comments 0 points Most recent by DryHeat February 3Using the Spending Plan
• 
  10

  Up Down
  Add an Account column to Bills and Income in the Spending Plan (edited)

  Active Gaberino 71 views 4 comments 10 points Most recent by jaywgraham February 1Feature Requests
• 
  Blank Spending plan

  Closed Cschaumburg 140 views 18 comments 0 points Most recent by Coach Jon January 30Troubleshooting
• 
  Annual Budgeting by Category/Sub-Category & Reporting

  Closed Coastal 98 views 4 comments 2 points Most recent by Coastal January 26Feedback
• 
  5

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

  Active DryHeat 44 views 1 comment 5 points Most recent by SRC54 January 19Feature Requests
• 
  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  Closed nrp06 218 views 16 comments 0 points Most recent by Coach Natalie January 16Troubleshooting
• 
  New to budgeting - handling unexpected expense

  Closed Thinking 31 views 2 comments 0 points Most recent by EL1234 January 15Using the Spending Plan
• 
  5

  Up Down
  Ability to color code/filter Bills, Income, Subscriptions, and Transfers in the Spending Plan

  Active TwelveSilverPennies 25 views 1 comment 5 points Most recent by TwelveSilverPennies January 14Feature Requests
• 
  Spending Plan - Adjusting for Paycheck Coming in prior month

  Closed fantasmic 25 views 2 comments 0 points Most recent by SRC54 January 10Using the Spending Plan
• 
  Record Savings for 2025

  Closed SRC54 22 views 0 comments 3 points Most recent by SRC54 January 7Share your Success!
• 
  4

  Up Down
  Spending Plan available spending per week (edited)

  Active joroad 31 views 5 comments 4 points Most recent by Coach Natalie January 7Feature Requests
• 
  3

  Up Down
  Spending Plan Dashboard Widget - please show income & spending

  Active the_scottster 43 views 1 comment 3 points Most recent by Coach Natalie January 7Feature Requests
• 
  Transactions not showing in Spending Plan (edited)

  Closed Chrisg60 45 views 1 comment 0 points Most recent by SRC54 January 6Using the Spending Plan
• 
  Spending Plan should include existing account balances

  Closed Joe M 22 views 2 comments 0 points Most recent by EL1234 January 4Using the Spending Plan
• 
  3

  Up Down
  Merge the Spending Plan with the Bills & Income view (edited)

  Active Whreyel 51 views 2 comments 3 points Most recent by SRC54 January 4Feature Requests
• 
  4

  Up Down
  Spending Plan: Add hashmarks to the circle graph to show relative progress (edited)

  Active LDC 21 views 2 comments 4 points Most recent by Whreyel January 3Feature Requests
• 
  Inaccurate Email Message

  Closed laurelmarie12 22 views 1 comment 1 point Most recent by Coach Natalie January 2Report a Bug