Spending Plan

Discussion List

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

  Closed BenB 385 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 22 views 0 comments 1 point Most recent by DannyB March 2025Share 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 152 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 93 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 71 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 51 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 399 views 13 comments 0 points Most recent by galaxygal February 2025Report a Bug for Quicken Business & Personal
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  Ability to hide excluded transactions from Transaction Activity areas of the Spending Plan (edited)

  Completed Closed ds824 316 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 11 views 1 comment 2 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 Most recent by gwonky February 2025Feature 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 133 views 14 comments 0 points Most recent by RobWilk January 2025Using the Spending Plan
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  Is there a way to export the Spending Plan to CSV? (edited)

  Answered ✓ Closed oldit51 134 views 2 comments 0 points Most recent by oldit51 January 2025Using the Dashboard
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  New to QS for financial tracking

  Closed SueB422 51 views 5 comments 1 point Most recent by Coach Jon January 2025Introduce yourself!
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  Investment Interest and Dividends As Income in Spending Plan? (edited)

  Answered ✓ Closed skgdogs 144 views 2 comments 1 point Most recent by Coach Natalie January 2025Investments
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  Hidden Investments [Transactions] showing up in the Spending Plan Income section

  Closed System 182 views 17 comments 0 points Most recent by Coach Natalie January 2025Using the Spending Plan
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  Savings Goal Contributions to Joint Account

  Closed Lawnchair 41 views 1 comment 0 points Most recent by Coach Kristina January 2025Using Savings Goals
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  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
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  Spending Plan - Expense Graphs

  Answered ✓ Closed WMG3 42 views 4 comments 0 points Most recent by Coach Jon January 2025Using the Spending Plan
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  Enhancement Idea for Quicken - Bills & Income

  Closed JBaudelaire 21 views 1 comment 1 point Most recent by DannyB January 2025Feedback
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  Savings Goal Heavy Lifting (A Just-For-Fun Post)

  Closed DannyB 171 views 7 comments 3 points Most recent by DannyB January 2025Using Savings Goals