Spending Plan

4

Spending Plan: Income should be separate from bills and saving

Completed Closed Chrobrego 103 views 6 comments 4 points Most recent by Coach Natalie July 2025Feature Requests

New Feature Alert: Spending Plan Redesign!

Closed Coach Natalie 577 views 0 comments 3 points Started by Coach Natalie July 2025 Updates From the Product Team

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

Merged: Per Day Availability

Closed horchatawhiz 1 view 0 comments 0 points Started by horchatawhiz July 2025 Feedback

Merged: New spending plan with transfers

Closed LakGoy 11 views 0 comments 0 points Most recent by SRC54 July 2025Report a Bug

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

Reports tied to Spending Plan

Closed SethW 21 views 2 comments 1 point Most recent by DryHeat July 2025Using Reports

4

Spending Plans for months when there is no income

Active SJB 44 views 4 comments 4 points Most recent by Coach Natalie July 2025Feature Requests

What is the best way to track Business Income and have it show up as Personal Income?

Closed Lauren_Marie 32 views 2 comments 0 points Most recent by DryHeat July 2025General Troubleshooting

How to match up both sides of recurring transfers in the Spending Plan Transfers submenu?

Answered ✓ Closed DannyB 62 views 5 comments 0 points Most recent by SRC54 July 2025Using Transfers

How does the Spending Plan adjust changing/adjusting rollover amounts mid month?

Answered ✓ Closed Max1223 55 views 2 comments 0 points Most recent by DannyB July 2025Using the Spending Plan

30

Allow Ability to add Multiple Categories to Planned Spending Expenses.

Active Flopbot 652 views 12 comments 30 points Most recent by EL1234 July 2025Feature Requests

1

Ability to exclude 'paid' items from the Bills total in the Spending Plan (edited)

Active JuMelo 53 views 3 comments 1 point Most recent by DryHeat July 2025Feature Requests

Transactions and Spending Plans

Closed Stevefxp 51 views 10 comments 0 points Most recent by DannyB July 2025Using the Spending Plan

10

Eliminate Confusion on Accounts Listed in Spending Plan Transfers/Credit Card section (edited)

Active Ed Rizzolo 243 views 17 comments 10 points Most recent by DryHeat July 2025Feature Requests

18

Accounting for Rolled Over Planned Spending Cash

Active DannyB 256 views 12 comments 18 points Most recent by azs0018 July 2025Feature Requests

Monthly Vs Actual Budget

Closed MFT 41 views 2 comments 0 points Most recent by Coach Jon July 2025Using the Spending Plan

Merged: Indicate chronological progress in Planned Spending

Closed eli_shafer 1 view 0 comments 1 point Started by eli_shafer July 2025 Feature Requests

0

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 2025 Feature Requests

2

Ability to Withdraw from Savings Goal in Prior Month (edited)

Active azs0018 11 views 0 comments 2 points Started by azs0018 July 2025 Feature Requests

Spending plan changes reverting to older values

Closed Jacktheripper 11 views 1 comment 0 points Most recent by SRC54 July 2025Troubleshooting

2

Ability to assign a transaction from one month to a different month's Spending Plan (edited)

Active Danielle 254 views 10 comments 2 points Most recent by EL1234 July 2025Feature Requests

We're looking for feedback on the Spending Plan!

Closed Coach Natalie 92 views 1 comment 1 point Most recent by nrp06 June 2025Feedback

New Recurring Transactions not showing up in the Spending Plan (edited)

Closed CarpetGuy 42 views 3 comments 0 points Most recent by Coach Natalie June 2025Using the Spending Plan

7

Enter Spending Plan/Budget in Table View

Active sNashville 434 views 14 comments 7 points Most recent by SRC54 June 2025Feature Requests

Sweeping "left at end of month" Into... ?

Closed DannyB 11 views 0 comments 0 points Started by DannyB June 2025 The Water Cooler

Will Bills in spending plan automatically update based on changes made to recurring bills?

Closed cloudquick 72 views 9 comments 0 points Most recent by SRC54 June 2025Using the Spending Plan

4

Spending Plan Planning Page

Active DannyB 13 views 0 comments 4 points Started by DannyB June 2025 Feature Requests

Spending Plan

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