Spending Plan

Add Tags to Transactions in Spending Plan

Closed MikeZ 48 views 3 comments 4 points Most recent by Coach Natalie November 2025Using the Spending Plan

Bank Account expenses handled incorrectly?

Answered ✓ Closed cmccord 101 views 5 comments 0 points Most recent by SRC54 November 2025Using the Spending Plan

How to withdraw from savings goal?

Closed llamafilm 176 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 300 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

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

Active eadkins20 151 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 123 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 42 views 2 comments 0 points Most recent by lynchbro October 2025Troubleshooting

44

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

Active HQ2 481 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

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

Active sidewalkboots 64 views 2 comments 8 points Most recent by DryHeat October 2025Quicken Business & Personal Feature Requests

4

Spending Plan Memo Area

Active Loukas 12 views 0 comments 4 points Most recent by Loukas October 2025Feature Requests

Unable to go back to prior months in the Spending Plan in new Space (edited)

Closed lynchbro 55 views 4 comments 0 points Most recent by DryHeat October 2025General Troubleshooting

Expected/allowed spending overages? (Seasonal income)

Closed NachoAverageCabbage 86 views 7 comments 0 points Most recent by DryHeat October 2025Using the Spending Plan

Linking Savings goal to transactions

Answered ✓ Closed lynchbro 73 views 1 comment 1 point Most recent by Coach Kristina October 2025Using Savings Goals

Help with counting transfers as income (edited)

Closed z1r 257 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income

3 Dot Menu Selections for the Income section of the Spending Plan

Closed DannyB 71 views 5 comments 0 points Most recent by DannyB October 2025How do you Quicken Simplifi?

Feature Request - Count cash in available spending (edited)

Closed ErikaRose 50 views 2 comments 0 points Most recent by RobWilk October 2025Feedback

27

Spending Plan: Option to forward 'Left at End of Month/Available' to the following month (edited)

Active DannyB 1.1K views 38 comments 27 points Most recent by DannyB October 2025Feature Requests

Loan Payment Category identified as 'other spending' when it was a recurring bill

Answered ✓ Closed RobWilk 81 views 6 comments 0 points Most recent by Coach Natalie September 2025Troubleshooting

Deleting completed Savings Goal corrupts previous months' Spending Plans

Closed DryHeat 240 views 10 comments 0 points Most recent by DryHeat September 2025Using Savings Goals

20

Add Notes to Planned Spending Items (edited)

Active nicko 233 views 11 comments 20 points Most recent by medha311 September 2025Feature Requests

Spending Plan Redesign: Share your feedback here!

Closed Coach Natalie 3K views 190 comments -1 point Most recent by Coach Natalie September 2025Feedback

Spending plan vs available balance

Closed Trisia.Eickhoff 22 views 1 comment 0 points Most recent by Coach Kristina September 2025Using the Spending Plan

How to Account for Next Month's Rent without Going Negative?

Closed Prateek 43 views 1 comment 0 points Most recent by DryHeat September 2025Using the Spending Plan

Left this Month = $NaN ??

Closed donnajean 193 views 26 comments 0 points Most recent by Coach Jon September 2025Report a Bug

Even out check arrival month in spending plan

Closed resaxon 17 views 1 comment 2 points Most recent by Coach Natalie September 2025Feedback

Posted date transaction vs actual

Closed Earvin 34 views 2 comments 0 points Most recent by Coach Natalie September 2025Feedback

Spending Plan

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