Spending Plan

Discussion List

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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 23Feature 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 27 views 2 comments 0 points Most recent by DryHeat July 22General Troubleshooting
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  How to match up both sides of recurring transfers in the Spending Plan Transfers submenu?

  Answered ✓ Closed DannyB 42 views 5 comments 0 points Most recent by SRC54 July 22Using Transfers
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  How does the Spending Plan adjust changing/adjusting rollover amounts mid month?

  Answered ✓ Closed Max1223 36 views 2 comments 0 points Most recent by DannyB July 21Using the Spending Plan
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  Allow Ability to add Multiple Categories to Planned Spending Expenses.

  Active Flopbot 597 views 12 comments 29 points Most recent by EL1234 July 15Feature Requests
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  Ability to exclude 'paid' items from the Bills total in the Spending Plan (edited)

  Active JuMelo 46 views 3 comments 1 point Most recent by DryHeat July 12Feature Requests
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  Transactions and Spending Plans

  Closed Stevefxp 56 views 10 comments 0 points Most recent by DannyB July 12Using the Spending Plan
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  Eliminate Confusion on Accounts Listed in Spending Plan Transfers/Credit Card section (edited)

  Active Ed Rizzolo 163 views 17 comments 9 points Most recent by DryHeat July 11Feature Requests
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  Accounting for Rolled Over Planned Spending Cash

  Active DannyB 233 views 12 comments 17 points Most recent by azs0018 July 10Feature Requests
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  Monthly Vs Actual Budget

  Closed MFT 41 views 2 comments 0 points Most recent by Coach Jon July 9Using the Spending Plan
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  Merged: Indicate chronological progress in Planned Spending

  Closed eli_shafer 1 view 0 comments 1 point Started by eli_shafer July 7 Feature Requests
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  Ability to release un-contributed funds from Savings Goals in the Spending Plan (edited)

  Active azs0018 12 views 0 comments 0 points Started by azs0018 July 5 Feature Requests
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  Ability to Withdraw from Savings Goal in Prior Month (edited)

  Active azs0018 11 views 0 comments 2 points Started by azs0018 July 5 Feature Requests
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  Spending plan changes reverting to older values

  Closed Jacktheripper 11 views 1 comment 0 points Most recent by SRC54 July 3Troubleshooting
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  Ability to assign a transaction from one month to a different month's Spending Plan (edited)

  Active Danielle 233 views 10 comments 2 points Most recent by EL1234 July 3Feature Requests
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  We're looking for feedback on the Spending Plan!

  Closed Coach Natalie 92 views 1 comment 1 point Most recent by nrp06 June 28Feedback
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  New Recurring Transactions not showing up in the Spending Plan (edited)

  Closed CarpetGuy 36 views 3 comments 0 points Most recent by Coach Natalie June 27Using the Spending Plan
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  Enter Spending Plan/Budget in Table View

  Active sNashville 399 views 14 comments 5 points Most recent by SRC54 June 24Feature Requests
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  Sweeping "left at end of month" Into... ?

  Closed DannyB 14 views 0 comments 0 points Started by DannyB June 22 The Water Cooler
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  Will Bills in spending plan automatically update based on changes made to recurring bills?

  Closed cloudquick 53 views 9 comments 0 points Most recent by SRC54 June 21Using the Spending Plan
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  Spending Plan Planning Page

  Active DannyB 12 views 0 comments 4 points Started by DannyB June 18 Feature Requests
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  Savings Goal Changes for History

  Closed Bowlesace 11 views 1 comment 1 point Most recent by Coach Kristina June 14Troubleshooting
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  Ability to Create Smart Expenses in Planned Spending (edited)

  Active killweav 33 views 1 comment 3 points Most recent by Coach Natalie June 11Feature Requests
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  Spending Plan- Transaction Activity- Manage Columns

  Closed LadyDorian 15 views 1 comment 0 points Most recent by Coach Natalie June 6Feedback
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  Truly Handle Fidelity Cash Management Account (CMA) as Checking, not Investment

  Closed ndurand 188 views 3 comments 2 points Most recent by Coach Natalie June 5Adding and Updating Accounts
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  Spending Plan "Income after bills & savings" needs to subtract SG contributions

  Closed RiversideKid 52 views 8 comments 1 point Most recent by Coach Natalie June 3Troubleshooting
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  I like the software but would love a few improvements!

  Closed LucyTheCat 21 views 1 comment 0 points Most recent by DannyB June 3Feedback
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  Spending Plan Pie Chart

  Answered ✓ Closed DannyB 33 views 2 comments 1 point Most recent by DannyB May 28Using the Spending Plan
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  How Do I Handle a Reimbursement from my Employer?

  Closed housetr 116 views 10 comments 0 points Most recent by EL1234 May 23Managing Your Transactions