Spending Plan

Discussion List

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  Spending Plan Memo Area

  Active Loukas 16 views 0 comments 4 points Most recent by Loukas October 2025Feature Requests
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  Unable to go back to prior months in the Spending Plan in new Space (edited)

  Closed lynchbro 59 views 4 comments 0 points Most recent by DryHeat October 2025General Troubleshooting
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  Expected/allowed spending overages? (Seasonal income)

  Closed NachoAverageCabbage 76 views 7 comments 0 points Most recent by DryHeat October 2025Using the Spending Plan
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  Linking Savings goal to transactions

  Answered ✓ Closed lynchbro 60 views 1 comment 1 point Most recent by Coach Kristina October 2025Using Savings Goals
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  Help with counting transfers as income (edited)

  Closed z1r 240 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income
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  3 Dot Menu Selections for the Income section of the Spending Plan

  Closed DannyB 67 views 5 comments 0 points Most recent by DannyB October 2025How do you Quicken Simplifi?
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  Feature Request - Count cash in available spending (edited)

  Closed ErikaRose 30 views 2 comments 0 points Most recent by RobWilk October 2025Feedback
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  Spending Plan: Option to forward 'Left at End of Month/Available' to the following month (edited)

  Active DannyB 988 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 70 views 6 comments 0 points Most recent by Coach Natalie September 2025Troubleshooting
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  Deleting completed Savings Goal corrupts previous months' Spending Plans

  Closed DryHeat 218 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 777 views 27 comments 94 points Most recent by ns99 September 2025Feature Requests
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  Add Notes to Planned Spending Items (edited)

  Active nicko 209 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 2.8K views 190 comments -1 point Most recent by Coach Natalie September 2025Feedback
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  Spending plan vs available balance

  Closed Trisia.Eickhoff 26 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 38 views 1 comment 0 points Most recent by DryHeat September 2025Using the Spending Plan
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  Left this Month = $NaN ??

  Closed donnajean 185 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 14 views 1 comment 2 points Most recent by Coach Natalie September 2025Feedback
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  Posted date transaction vs actual

  Closed Earvin 26 views 2 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  3
  Ability to jump back to the current month in the Spending Plan (edited)

  Completed Closed pawebb 53 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 56 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 641 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 13 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 71 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 320 views 2 comments 0 points Most recent by DryHeat August 2025Using the Spending Plan
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  Venmo "income" transactions excluded from spending plan

  Closed bellassaije 169 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 57 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 760 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 45 views 3 comments 0 points Most recent by SRC54 August 2025Troubleshooting
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  Contributing to Savings Goals: Ability to Ignore Individual Contributions

  Closed DannyB 3 views 0 comments 0 points Most recent by DannyB August 2025Using Savings Goals