Spending Plan

Discussion List

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  Releasing planned spend doesn't change the total in the Spending Plan (edited)

  Closed johnnydr4 35 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 21 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 5 views 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 340 views 8 comments 23 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 119 views 11 comments 9 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 524 views 26 comments 49 points Most recent by jagrock August 2025Feature Requests
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  Provide a separate grouping for Charitable Giving (in Spending Plan/Recurring Series)

  Active scottnliz 101 views 8 comments 9 points Most recent by Coach Natalie August 2025Feature Requests
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  New Member - Greetings :)

  Closed Mrs.Larsen 56 views 5 comments 0 points Most recent by SRC54 August 2025Introduce yourself!
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  Savings Goals should add back to the Spending Plan when used (2 Merged Votes)

  Active rayhooker 509 views 28 comments 60 points Most recent by azs0018 August 2025Feature Requests
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  Annual Spending Plan

  Active DannyB 147 views 24 comments 6 points Most recent by Max1223 August 2025Feature Requests
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  Certain transactions always come auto flagged as "exclude from spending plan" (edited)

  Closed nrp06 190 views 27 comments 0 points Most recent by EL1234 July 2025Using the Spending Plan
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  1
  Ability to automatically include non-recurring income in the Spending Plan (edited)

  Already Offered Closed MishaM 50 views 2 comments 1 point Most recent by EL1234 July 2025Feature Requests
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  Merged: Mobile App: Touch and Hold to Rearrange Expenses in Planned Spending

  Closed purdnost 41 views 0 comments 5 points Most recent by DryHeat July 2025Feature Requests
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  Ability to sort or rearrange Planned Spending/Spending Plan items (edited)

  Completed Closed JTerbeek 1.1K views 39 comments 75 points Most recent by DryHeat July 2025Feature Requests
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  4
  Spending Plan: Income should be separate from bills and saving

  Completed Closed Chrobrego 99 views 6 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
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  New Feature Alert: Spending Plan Redesign!

  Closed Coach Natalie 565 views 0 comments 3 points Started by Coach Natalie July 2025 Updates From the Product Team
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  Merged: Does anyone find the new Spending Plan UI a pain?

  Closed djob13 11 views 0 comments 0 points Most recent by SRC54 July 2025Feedback
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  Merged: Per Day Availability

  Closed horchatawhiz 1 view 0 comments 0 points Started by horchatawhiz July 2025 Feedback
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  Merged: New spending plan with transfers

  Closed LakGoy 11 views 0 comments 0 points Most recent by SRC54 July 2025Report a Bug
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  Merged: Goals with no target date show as due Jan 1970 in the Spending Plan (edited)

  Closed ALavaPulsar 1 view 0 comments 0 points Started by ALavaPulsar July 2025 Report a Bug
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  Reports tied to Spending Plan

  Closed SethW 22 views 2 comments 1 point Most recent by DryHeat July 2025Using Reports
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  Spending Plans for months when there is no income

  Active SJB 42 views 4 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
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  What is the best way to track Business Income and have it show up as Personal Income?

  Closed Lauren_Marie 28 views 2 comments 0 points Most recent by DryHeat July 2025General Troubleshooting
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  How to match up both sides of recurring transfers in the Spending Plan Transfers submenu?

  Answered ✓ Closed DannyB 56 views 5 comments 0 points Most recent by SRC54 July 2025Using Transfers
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  How does the Spending Plan adjust changing/adjusting rollover amounts mid month?

  Answered ✓ Closed Max1223 43 views 2 comments 0 points Most recent by DannyB July 2025Using the Spending Plan
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  Allow Ability to add Multiple Categories to Planned Spending Expenses.

  Active Flopbot 622 views 12 comments 29 points Most recent by EL1234 July 2025Feature Requests
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  Ability to exclude 'paid' items from the Bills total in the Spending Plan (edited)

  Active JuMelo 48 views 3 comments 1 point Most recent by DryHeat July 2025Feature Requests
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  Transactions and Spending Plans

  Closed Stevefxp 57 views 10 comments 0 points Most recent by DannyB July 2025Using the Spending Plan