Spending Plan

Discussion List

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  3
  Ability to jump back to the current month in the Spending Plan (edited)

  Completed Closed pawebb 52 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 57 views 3 comments 0 points Most recent by SRC54 September 2025Using the Spending Plan
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  1

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  Have recurring transactions show up in planned spending (edited)

  Active GirlFriday715 711 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 14 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 80 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 368 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 200 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 814 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 49 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 4 views 0 comments 0 points Most recent by DannyB August 2025Using Savings Goals
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  24

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  Add ability to ignore individual Goal Contributions in Spending Plan

  Active LtDan1912 424 views 8 comments 24 points Most recent by DannyB August 2025Feature Requests
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  Merged: $ per day on dashboard [Edited]

  Closed horchatawhiz 1 view 0 comments 1 point Most recent by horchatawhiz August 2025Feedback
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  10

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  QBP: Create Separate Spending Plans for Each Business

  Active DryHeat 177 views 11 comments 10 points Most recent by fcb August 2025Quicken Business & Personal Feature Requests
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  9

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  Provide a separate grouping for Charitable Giving (in Spending Plan/Recurring Series)

  Active scottnliz 151 views 8 comments 9 points Most recent by Coach Natalie August 2025Feature Requests
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  New Member - Greetings :)

  Closed Mrs.Larsen 117 views 5 comments 0 points Most recent by SRC54 August 2025Introduce yourself!
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  Certain transactions always come auto flagged as "exclude from spending plan" (edited)

  Closed nrp06 319 views 27 comments 0 points Most recent by EL1234 July 2025Using the Spending Plan
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  1
  Ability to automatically include non-recurring income in the Spending Plan (edited)

  Already Offered Closed MishaM 67 views 2 comments 1 point Most recent by EL1234 July 2025Feature Requests
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  75
  Ability to sort or rearrange Planned Spending/Spending Plan items (edited)

  Completed Closed JTerbeek 1.5K views 39 comments 75 points Most recent by purdnost July 2025Feature Requests
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  4
  Spending Plan: Income should be separate from bills and saving

  Completed Closed Chrobrego 120 views 6 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
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  New Feature Alert: Spending Plan Redesign!

  Closed Coach Natalie 612 views 0 comments 3 points Most recent by Coach Natalie July 2025Updates From the Product Team
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  Merged: Per Day Availability

  Closed horchatawhiz 1 view 0 comments 0 points Most recent by horchatawhiz July 2025Feedback
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  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
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  Merged: New spending plan with transfers

  Closed LakGoy 11 views 0 comments 0 points Most recent by SRC54 July 2025Report a Bug
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  Merged: Goals with no target date show as due Jan 1970 in the Spending Plan (edited)

  Closed ALavaPulsar 1 view 0 comments 0 points Most recent by ALavaPulsar July 2025Report a Bug
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  Reports tied to Spending Plan

  Closed SethW 23 views 2 comments 1 point Most recent by DryHeat July 2025Using Reports
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  Spending Plans for months when there is no income

  Active SJB 63 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 34 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 101 views 5 comments 0 points Most recent by SRC54 July 2025Using Transfers