Spending Plan

Discussion List

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  Simplifi program counts 401k and other paycheck deductions as expenses (edited)

  Closed chicago89 145 views 3 comments 0 points Most recent by Coach Kristina April 2025Managing Your Transactions
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  Merged: Spending Plans modified

  Closed cbishop1965 1 view 0 comments 0 points Most recent by RobWilk April 2025Feature Requests
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  12
  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Completed Closed UrsulaA 51 views 3 comments 12 points Most recent by UrsulaA April 2025Feature Requests
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  Why Spending Plan doesn't match actuals at month-end

  Answered ✓ Closed John Dressel 111 views 3 comments 0 points Most recent by John Dressel April 2025Using the Spending Plan
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  Spending Plan Frustration

  Closed Michellejs 33 views 3 comments 1 point Most recent by RobWilk April 2025Troubleshooting
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  payments from savings

  Answered ✓ Closed chicago89 33 views 1 comment 0 points Most recent by Coach Kristina March 2025Using the Spending Plan
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  Total amount remaining in plan to be spent

  Closed BenB 18 views 1 comment 0 points Most recent by DannyB March 2025Using the Spending Plan
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  Tool to save money for a hobby (not a specific purchase).

  Closed Joezappie 43 views 3 comments 2 points Most recent by DannyB March 2025Using the Spending Plan
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  Planned Spending vs. Actuals YTD

  Closed MotorCityCanuck 86 views 2 comments 0 points Most recent by DannyB March 2025Using the Spending Plan
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  8

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  Add an "overspent" visual cue to Planned Spending (edited)

  Active jsy42 32 views 2 comments 8 points Most recent by Flopbot March 2025Feature Requests
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  Merged: Notes field to remained checked ON in Reports, Watchlist and Spending Plan registers

  Closed Max1223 1 view 0 comments 1 point Started by Max1223 March 2025 Feature Requests
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  16

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  Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

  Active paleosteve 213 views 6 comments 16 points Most recent by drjdub55 March 2025Feature Requests
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  48

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  Integrate an "envelope" style budgeting system (edited)

  Active David Lyons 1.1K views 18 comments 48 points Most recent by rrodwell March 2025Feature Requests
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  My bills Are Not Linking to the Spending Plan

  Closed DigiFarmz 138 views 13 comments 0 points Most recent by Coach Jon March 2025Using the Spending Plan
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  Recurring Series not Ending on End Date

  RobWilk 82 views 7 comments 0 points Most recent by Coach Jon March 2025Report a Bug
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  Request- Indicate bank balance with total rollover amount deducted from it

  Closed BenB 328 views 22 comments 1 point Most recent by BenB March 2025Using the Spending Plan
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  Is there a way to create a spending plan for your business?

  Answered ✓ Closed Elh Publishing 45 views 1 comment 0 points Most recent by Coach Jon March 2025General Troubleshooting
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  Mobile App: Show the 'Available' amount when drilled into Spending Plan sections (edited)

  Active BenB 41 views 6 comments 1 point Most recent by Coach Natalie March 2025Feature Requests
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  We're looking for seasoned Spending Plan users!

  Closed Coach Natalie 71 views 3 comments 1 point Most recent by TiggerTrainer March 2025Feedback
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  February '25 Wrap-up, A Just for Fun Post

  Closed DannyB 25 views 0 comments 1 point Started by DannyB March 2025 Share your Success!
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  Monthly recurring transfers "exclude from spending plan and reports" selection changes monthly.

  Closed Aldority 12 views 1 comment 0 points Most recent by Coach Kristina March 2025Report a Bug
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  Spending Plan Transfers not calculating correctly

  Closed pawebb 147 views 8 comments 0 points Most recent by Coach Natalie February 2025Report a Bug
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  Include Investment Transactions in Spending Plan & Pull Average Cost from Fidelity

  Closed Ankitkumar 88 views 3 comments 1 point Most recent by SRC54 February 2025Using the Spending Plan
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  Total Spending Left for the Month

  Closed Jay8 52 views 3 comments 2 points Most recent by Coach Jon February 2025Using the Spending Plan
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  Spending Plan doesn't recognize third level categories

  Closed Then13 72 views 7 comments 1 point Most recent by Coach Jon February 2025Report a Bug
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  Unhiding one side of Recurring [Transfer] not reflected in spending plan

  Closed RobWilk 12 views 2 comments 0 points Most recent by RobWilk February 2025Report a Bug
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  Ability to group Recurring Subscriptions in the Spending Plan (edited)

  Active mmmartian 44 views 3 comments 3 points Most recent by DannyB February 2025Feature Requests
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  Spending Plan Does Not Include Business Income & Expense Transactions

  Closed Charles Collins 342 views 13 comments 0 points Most recent by galaxygal February 2025Report a Bug for Quicken Business & Personal