Spending Plan

Discussion List

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  Tool to save money for a hobby (not a specific purchase).

  Closed Joezappie 41 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 76 views 2 comments 0 points Most recent by DannyB March 2025Using the Spending Plan
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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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  Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

  Active paleosteve 211 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 135 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 274 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 43 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 24 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 11 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 125 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 78 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 51 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 11 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 35 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 305 views 13 comments 0 points Most recent by galaxygal February 2025Report a Bug for Quicken Business & Personal
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  7
  Ability to hide excluded transactions from Transaction Activity areas of the Spending Plan (edited)

  Completed Closed ds824 305 views 7 comments 7 points Most recent by Coach Natalie February 2025Feature Requests
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  Freeze summary column (left side) in prior months Spending Plans (edited)

  Active mmmartian 12 views 1 comment 2 points Most recent by mmmartian February 2025Feature Requests
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  Planned Spending - Add One-Time Expense that crosses Multiple Months

  Active Flopbot 104 views 5 comments 8 points Most recent by mmmartian February 2025Feature Requests
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  Ability To Disable The Spending Plan Feature

  Active seedmon19 93 views 2 comments 4 points Most recent by seedmon19 February 2025Feature Requests
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  "Report" Date for Transactions (Accrual Based Accounting)

  Active gwonky 31 views 0 comments 5 points Started by gwonky February 2025 Feature Requests
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  Merged: All my planned spending categories disappeared

  Closed esender 31 views 0 comments 1 point Most recent by Bodiene007 January 2025Troubleshooting
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  Spending Plan Question

  Closed OregonNomad 127 views 14 comments 0 points Most recent by RobWilk January 2025Using the Spending Plan