Spending Plan

48

Integrate an "envelope" style budgeting system (edited)

Active David Lyons 1.1K views 18 comments 48 points Most recent by rrodwell March 2025Feature Requests

My bills Are Not Linking to the Spending Plan

Closed DigiFarmz 142 views 13 comments 0 points Most recent by Coach Jon March 2025Using the Spending Plan

Recurring Series not Ending on End Date

RobWilk 81 views 7 comments 0 points Most recent by Coach Jon March 2025Report a Bug

Request- Indicate bank balance with total rollover amount deducted from it

Closed BenB 405 views 22 comments 1 point Most recent by BenB March 2025Using the Spending Plan

Is there a way to create a spending plan for your business?

Answered ✓ Closed Elh Publishing 42 views 1 comment 0 points Most recent by Coach Jon March 2025General Troubleshooting

1

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

We're looking for seasoned Spending Plan users!

Closed Coach Natalie 71 views 3 comments 1 point Most recent by TiggerTrainer March 2025Feedback

February '25 Wrap-up, A Just for Fun Post

Closed DannyB 21 views 0 comments 1 point Most recent by DannyB March 2025

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

Spending Plan Transfers not calculating correctly

Closed pawebb 152 views 8 comments 0 points Most recent by Coach Natalie February 2025Report a Bug

Include Investment Transactions in Spending Plan & Pull Average Cost from Fidelity

Closed Ankitkumar 92 views 3 comments 1 point Most recent by SRC54 February 2025Using the Spending Plan

Total Spending Left for the Month

Closed Jay8 53 views 3 comments 2 points Most recent by Coach Jon February 2025Using the Spending Plan

Spending Plan doesn't recognize third level categories

Closed Then13 71 views 7 comments 1 point Most recent by Coach Jon February 2025Report a Bug

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

3

Ability to group Recurring Subscriptions in the Spending Plan (edited)

Active mmmartian 51 views 3 comments 3 points Most recent by DannyB February 2025Feature Requests

Spending Plan Does Not Include Business Income & Expense Transactions

Closed Charles Collins 404 views 13 comments 0 points Most recent by galaxygal February 2025Report a Bug for Quicken Business & Personal

7

Ability to hide excluded transactions from Transaction Activity areas of the Spending Plan (edited)

Completed Closed ds824 311 views 7 comments 7 points Most recent by Coach Natalie February 2025Feature Requests

2

Freeze summary column (left side) in prior months Spending Plans (edited)

Active mmmartian 11 views 1 comment 2 points Most recent by mmmartian February 2025Feature Requests

4

Ability To Disable The Spending Plan Feature

Active seedmon19 92 views 2 comments 4 points Most recent by seedmon19 February 2025Feature Requests

5

"Report" Date for Transactions (Accrual Based Accounting)

Active gwonky 31 views 0 comments 5 points Most recent by gwonky February 2025Feature Requests

Merged: All my planned spending categories disappeared

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

Spending Plan Question

Closed OregonNomad 131 views 14 comments 0 points Most recent by RobWilk January 2025Using the Spending Plan

Is there a way to export the Spending Plan to CSV? (edited)

Answered ✓ Closed oldit51 132 views 2 comments 0 points Most recent by oldit51 January 2025Using the Dashboard

New to QS for financial tracking

Closed SueB422 53 views 5 comments 1 point Most recent by Coach Jon January 2025Introduce yourself!

Investment Interest and Dividends As Income in Spending Plan? (edited)

Answered ✓ Closed skgdogs 145 views 2 comments 1 point Most recent by Coach Natalie January 2025Investments

Hidden Investments [Transactions] showing up in the Spending Plan Income section

Closed System 181 views 17 comments 0 points Most recent by Coach Natalie January 2025Using the Spending Plan

Savings Goal Contributions to Joint Account

Closed Lawnchair 42 views 1 comment 0 points Most recent by Coach Kristina January 2025Using Savings Goals

1

Make the Spending Plan look more like a traditional Income Statement (edited)

Active WMG3 11 views 0 comments 1 point Most recent by WMG3 January 2025Feature Requests

Spending Plan

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