Spending Plan

Discussion List

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

  Active DannyB 831 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 43 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 848 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 168 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 663 views 27 comments 89 points Most recent by ns99 September 2025Feature Requests
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  Download Spending Plan to .XLS or .CSV

  Active breedpdx 211 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 178 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 2.3K views 190 comments -1 point Most recent by Coach Natalie September 2025Feedback
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  Spending plan vs available balance

  Closed Trisia.Eickhoff 22 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 28 views 1 comment 0 points Most recent by DryHeat September 2025Using the Spending Plan
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  Left this Month = $NaN ??

  Closed donnajean 147 views 26 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Even out check arrival month in spending plan

  Closed resaxon 12 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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  Ability to jump back to the current month in the Spending Plan (edited)

  Completed Closed pawebb 49 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 33 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 559 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 62 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 222 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 1.4K views 38 comments 75 points Most recent by Kevp123 August 2025Feature Requests
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  Venmo "income" transactions excluded from spending plan

  Closed bellassaije 144 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 52 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 501 views 5 comments 0 points Most recent by Coach Jon August 2025Feedback
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  Releasing planned spend doesn't change the total in the Spending Plan (edited)

  Closed johnnydr4 39 views 3 comments 0 points Most recent by SRC54 August 2025Troubleshooting
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  Ability to close/minimize the Spending Plan 'Totals' panel on the Web App (edited)

  missyrae7 22 views 1 comment 3 points Most recent by Coach Natalie August 2025Feature Requests
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  Contributing to Savings Goals: Ability to Ignore Individual Contributions

  Closed DannyB 1 view 0 comments 0 points Started by DannyB August 2025 Using Savings Goals
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  Add ability to ignore individual Goal Contributions in Spending Plan

  Active LtDan1912 351 views 8 comments 24 points Most recent by DannyB August 2025Feature Requests
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  Merged: $ per day on dashboard [Edited]

  Closed horchatawhiz 1 view 0 comments 1 point Started by horchatawhiz August 2025 Feedback
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  QBP: Create Separate Spending Plans for Each Business

  Active DryHeat 139 views 11 comments 11 points Most recent by fcb August 2025Quicken Business & Personal Feature Requests
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  Add option to create Planned Spending Expenses based on Tags (2 Merged Votes)

  Active lost_references 564 views 26 comments 50 points Most recent by jagrock August 2025Feature Requests