Spending Plan

Discussion List

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  Venmo "income" transactions excluded from spending plan

  Closed bellassaije 178 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 55 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 786 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 1 view 0 comments 0 points Most recent by DannyB August 2025Using Savings Goals
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  Add ability to ignore individual Goal Contributions in Spending Plan

  Active LtDan1912 404 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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  QBP: Create Separate Spending Plans for Each Business

  Active DryHeat 174 views 11 comments 10 points Most recent by fcb August 2025Quicken Business & Personal Feature Requests
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  Provide a separate grouping for Charitable Giving (in Spending Plan/Recurring Series)

  Active scottnliz 149 views 8 comments 9 points Most recent by Coach Natalie August 2025Feature Requests
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  New Member - Greetings :)

  Closed Mrs.Larsen 114 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 290 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 63 views 2 comments 1 point Most recent by EL1234 July 2025Feature Requests
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  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 113 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 605 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 22 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 62 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 32 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 93 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 86 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 729 views 12 comments 31 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 73 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 344 views 17 comments 11 points Most recent by DryHeat July 2025Feature Requests
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  Accounting for Rolled Over Planned Spending Cash

  Active DannyB 294 views 12 comments 18 points Most recent by azs0018 July 2025Feature Requests