Spending Plan

Discussion List

• 
  0
  Use Transaction Detail modal for 'Edit transaction' in Bills & Income of the Spending Plan (edited)

  Completed Closed RobWilk 95 views 3 comments 0 points Most recent by RobWilk December 2025Feature Requests
• 
  Transfers are not Bills!

  Closed donnajean 547 views 40 comments 1 point Most recent by EL1234 December 2025Using the Spending Plan
• 
  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Closed DryHeat 130 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
• 
  Some current Savings Goals not showing up in Spending Plan (edited)

  Closed DryHeat 184 views 10 comments 0 points Most recent by EL1234 December 2025Troubleshooting
• 
  1

  Up Down
  Separate Planned Spend rollover buckets from non-rollover buckets

  Active DannyB 35 views 1 comment 1 point Most recent by Jenny T December 2025Feature Requests
• 
  2

  Up Down
  Ability to hide excluded items from the Bills section of the Spending Plan (edited)

  Active JuMelo 15 views 0 comments 2 points Most recent by JuMelo December 2025Feature Requests
• 
  12

  Up Down
  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 265 views 9 comments 12 points Most recent by TiggerTrainer December 2025Feature Requests
• 
  How do I show third level categories transactions in [planned spend]?

  Answered ✓ Closed PatD 190 views 17 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
• 
  1

  Up Down
  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 38 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests
• 
  QBP: Are business expenses 'supposed' to be excluded from the spending plan?

  Closed RobWilk 41 views 1 comment 0 points Most recent by DryHeat November 2025General Troubleshooting
• 
  6

  Up Down
  Add a Spending Plan Report for Trends and "What If" Scenarios [edited] (3 Merged Votes)

  Active Ciarroni 483 views 5 comments 6 points Most recent by Coach Natalie November 2025Feature Requests
• 
  Manually link transfers to each other

  Closed paradisfm 84 views 3 comments 0 points Most recent by RickS November 2025Managing Your Transactions
• 
  Spending plan expenses disappeared (edited)

  Closed Ruonline 26 views 1 comment 0 points Most recent by SRC54 November 2025Using the Spending Plan
• 
  Improve Budgeting Feature

  Closed eteam49ers 72 views 1 comment 3 points Most recent by Coach Jon November 2025Using the Spending Plan
• 
  How to use completed savings goals

  Answered ✓ Closed Mike B 51 views 4 comments 0 points Most recent by Mike B November 2025Feedback
• 
  Add Tags to Transactions in Spending Plan

  Closed MikeZ 49 views 3 comments 4 points Most recent by Coach Natalie November 2025Using the Spending Plan
• 
  Bank Account expenses handled incorrectly?

  Answered ✓ Closed cmccord 91 views 5 comments 0 points Most recent by SRC54 November 2025Using the Spending Plan
• 
  How to withdraw from savings goal?

  Closed llamafilm 134 views 4 comments 0 points Most recent by RobWilk November 2025Using Savings Goals
• 
  22
  Don't include current month in 'Last 6 Months' for Planned Spending expenses (edited)

  Completed Closed mrzoops 273 views 16 comments 22 points Most recent by Coach Natalie November 2025Feature Requests
• 
  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
• 
  9

  Up Down
  Ability to create Planned Spending Expenses for both Parent and Child Categories (edited)

  Active eadkins20 128 views 7 comments 9 points Most recent by Coach Natalie October 2025Feature Requests
• 
  Tags list in a transaction in the Spending Plan not in alphabetical order

  Closed MishaM 124 views 11 comments 0 points Most recent by DannyB October 2025Report a Bug
• 
  recurring series (income and bills/subscriptions) are duplicated in the mobile app (edited)

  Closed lynchbro 40 views 2 comments 0 points Most recent by lynchbro October 2025Troubleshooting
• 
  44

  Up Down
  Include checking account balance in Spending Plan (3 Merged Votes)

  Active HQ2 475 views 16 comments 44 points Most recent by ternthefern October 2025Feature Requests
• 
  Merged: Spending plan per account

  Closed ternthefern 11 views 0 comments 1 point Most recent by DryHeat October 2025Feature Requests
• 
  8

  Up Down
  QBP: Ability to include business income and expenses in the Spending Plan (edited)

  Active sidewalkboots 67 views 2 comments 8 points Most recent by DryHeat October 2025Quicken Business & Personal Feature Requests