Spending Plan

Discussion List

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  Spending Plans for months when there is no income

  Active SJB 51 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 31 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 64 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 72 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 663 views 12 comments 30 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 61 views 3 comments 1 point Most recent by DryHeat July 2025Feature Requests
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  Transactions and Spending Plans

  Closed Stevefxp 53 views 10 comments 0 points Most recent by DannyB July 2025Using the Spending Plan
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  Eliminate Confusion on Accounts Listed in Spending Plan Transfers/Credit Card section (edited)

  Active Ed Rizzolo 315 views 17 comments 10 points Most recent by DryHeat July 2025Feature Requests
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  Accounting for Rolled Over Planned Spending Cash

  Active DannyB 261 views 12 comments 18 points Most recent by azs0018 July 2025Feature Requests
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  Monthly Vs Actual Budget

  Closed MFT 45 views 2 comments 0 points Most recent by Coach Jon July 2025Using the Spending Plan
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  Merged: Indicate chronological progress in Planned Spending

  Closed eli_shafer 1 view 0 comments 1 point Most recent by eli_shafer July 2025Feature Requests
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  Ability to release un-contributed funds from Savings Goals in the Spending Plan (edited)

  Active azs0018 11 views 0 comments 0 points Most recent by azs0018 July 2025Feature Requests
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  Ability to Withdraw from Savings Goal in Prior Month (edited)

  Active azs0018 13 views 0 comments 2 points Most recent by azs0018 July 2025Feature Requests
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  Spending plan changes reverting to older values

  Closed Jacktheripper 13 views 1 comment 0 points Most recent by SRC54 July 2025Troubleshooting
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  Ability to assign a transaction from one month to a different month's Spending Plan (edited)

  Active Danielle 251 views 10 comments 2 points Most recent by EL1234 July 2025Feature Requests
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  We're looking for feedback on the Spending Plan!

  Closed Coach Natalie 91 views 1 comment 1 point Most recent by nrp06 June 2025Feedback
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  New Recurring Transactions not showing up in the Spending Plan (edited)

  Closed CarpetGuy 53 views 3 comments 0 points Most recent by Coach Natalie June 2025Using the Spending Plan
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  Enter Spending Plan/Budget in Table View

  Active sNashville 443 views 14 comments 7 points Most recent by SRC54 June 2025Feature Requests
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  Sweeping "left at end of month" Into... ?

  Closed DannyB 11 views 0 comments 0 points Most recent by DannyB June 2025The Water Cooler
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  Will Bills in spending plan automatically update based on changes made to recurring bills?

  Closed cloudquick 74 views 9 comments 0 points Most recent by SRC54 June 2025Using the Spending Plan
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  Spending Plan Planning Page

  Active DannyB 12 views 0 comments 4 points Most recent by DannyB June 2025Feature Requests
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  Savings Goal Changes for History

  Closed Bowlesace 11 views 1 comment 1 point Most recent by Coach Kristina June 2025Troubleshooting
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  Ability to Create Smart Expenses in Planned Spending (edited)

  Active killweav 31 views 1 comment 3 points Most recent by Coach Natalie June 2025Feature Requests
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  Spending Plan- Transaction Activity- Manage Columns

  Closed LadyDorian 11 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  Truly Handle Fidelity Cash Management Account (CMA) as Checking, not Investment

  Closed ndurand 308 views 3 comments 2 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Spending Plan "Income after bills & savings" needs to subtract SG contributions

  Closed RiversideKid 71 views 8 comments 1 point Most recent by Coach Natalie June 2025Troubleshooting
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  I like the software but would love a few improvements!

  Closed LucyTheCat 25 views 1 comment 0 points Most recent by DannyB June 2025Feedback
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  Spending Plan Pie Chart

  Answered ✓ Closed DannyB 32 views 2 comments 1 point Most recent by DannyB May 2025Using the Spending Plan
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  How Do I Handle a Reimbursement from my Employer?

  Closed housetr 252 views 10 comments 0 points Most recent by EL1234 May 2025Managing Your Transactions