Spending Plan

Discussion List

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  How does the Spending Plan adjust changing/adjusting rollover amounts mid month?

  Answered ✓ Closed Max1223 91 views 2 comments 0 points Most recent by DannyB July 2025Using the Spending Plan
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  Ability to exclude 'paid' items from the Bills total in the Spending Plan (edited)

  Active JuMelo 75 views 3 comments 1 point Most recent by DryHeat July 2025Feature Requests
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  Transactions and Spending Plans

  Closed Stevefxp 57 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 350 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 310 views 12 comments 18 points Most recent by azs0018 July 2025Feature Requests
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  Monthly Vs Actual Budget

  Closed MFT 62 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 14 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 14 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 296 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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  Sweeping "left at end of month" Into... ?

  Closed DannyB 15 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 83 views 9 comments 0 points Most recent by SRC54 June 2025Using the Spending Plan
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  Spending Plan Planning Page

  Active DannyB 16 views 0 comments 4 points Most recent by DannyB June 2025Feature Requests
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  Savings Goal Changes for History

  Closed Bowlesace 14 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 33 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 14 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 477 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 278 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 53 views 1 comment 0 points Most recent by DannyB June 2025Feedback
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  Spending Plan Pie Chart

  Answered ✓ Closed DannyB 80 views 2 comments 1 point Most recent by DannyB May 2025Using the Spending Plan
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  What to do with a recurring reminder when one has a credit and no balance due?

  Answered ✓ Closed DannyB 78 views 1 comment 0 points Most recent by Coach Natalie May 2025Bills and Income
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  Transfers from my Checking account to my IRA are not appearing as linked transfers.

  Closed jsmith1234 117 views 8 comments 0 points Most recent by DryHeat May 2025Using Transfers
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  Spending Plan forced Bill connect

  Closed marksomebody 15 views 2 comments 0 points Most recent by Coach Kristina May 2025Troubleshooting
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  Spending Plan "overspent"

  Closed cchristian6 46 views 1 comment 0 points Most recent by SRC54 May 2025Using the Spending Plan
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  Spending plan feature can’t handle transfers (edited)

  Closed Gnnd 151 views 8 comments 0 points Most recent by Gnnd May 2025Using the Spending Plan
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  Feature Questions & Feedback

  Closed arknemsis 66 views 4 comments 0 points Most recent by Coach Natalie May 2025Feedback