Spending Plan

Discussion List

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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 14 views 1 comment 2 points Most recent by mmmartian February 2025Feature Requests
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  8

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  Planned Spending - Add One-Time Expense that crosses Multiple Months

  Active Flopbot 106 views 5 comments 8 points Most recent by mmmartian February 2025Feature Requests
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  4

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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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  5

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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 131 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 126 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 56 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 138 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 175 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 36 views 1 comment 0 points Most recent by Coach Kristina January 2025Using Savings Goals
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  1

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

  Active WMG3 12 views 0 comments 1 point Started by WMG3 January 2025 Feature Requests
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  Spending Plan - Expense Graphs

  Answered ✓ Closed WMG3 43 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 22 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 170 views 7 comments 3 points Most recent by DannyB January 2025Using Savings Goals
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  52

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  Ability to Have Multiple Spending Plans [edited] (2 Merged Votes)

  Active acr 1.1K views 27 comments 52 points Most recent by donnajean January 2025Feature Requests
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  Utilities categories incorrect under spending plan

  Closed vchan 41 views 4 comments 0 points Most recent by DannyB December 2024Report a Bug
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  4

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  Option to not have extra Savings Goals contributions included in the Spending Plan (edited)

  Active Chris 21 views 1 comment 4 points Most recent by Coach Natalie December 2024Feature Requests
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  Why would I want to "see" or Include my transfers in the Spending Plan?

  Closed Max1223 83 views 5 comments 1 point Most recent by DannyB December 2024Using the Spending Plan
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  Ability to allocate income from "this month" to "next month" in the Spending Plan (edited)

  Active JEM42 168 views 6 comments 3 points Most recent by JEM42 December 2024Feature Requests
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  Mobile Phone Widgets for 'Spending Plan' and 'Upcoming' [edited] (1 Merged Vote)

  In Review HSC 1K views 26 comments 86 points Most recent by UrsulaA December 2024Feature Requests
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  Planned Spending "suggested" amount: include refund/income transactions (edited)

  Active RobWilk 21 views 1 comment 2 points Most recent by Coach Natalie December 2024Feature Requests
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  New-to-me color/look of "other spending" bubbles in spending plan

  Closed RobWilk 11 views 0 comments 1 point Started by RobWilk December 2024 Feedback
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  7
  Ability to close out/release all Planned Spending expenses at one time (edited)

  Completed Closed UrsulaA 71 views 1 comment 7 points Most recent by UrsulaA December 2024Feature Requests
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  Savings Goal Does Not Stop in Spending Plan

  Closed Paul321 43 views 3 comments 1 point Most recent by Paul321 December 2024Using the Spending Plan
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  Having major trust issues with Simplifi

  Closed Randy17485 186 views 11 comments 1 point Most recent by Randy17485 December 2024Feedback
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  Merged: Rollover 'Available' Balance month over month in the Spending Plan (edited)

  Closed santhochi 21 views 0 comments 2 points Most recent by SRC54 December 2024Feature Requests
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  Split out housing costs as a top-level category in the Spending Plan

  Active tylermdunn 11 views 2 comments 0 points Most recent by SRC54 December 2024Feature Requests
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  Spending against a goal should not impact the Spending Plan

  Closed wmanzer 34 views 1 comment 2 points Most recent by Coach Kristina December 2024Feedback