Spending Plan

Discussion List

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  Recording Venmo Transaction

  Closed VermillionSands 104 views 2 comments 0 points Most recent by VermillionSands October 2024Troubleshooting
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  Using a Savings Goal to Track "Left at end of month"

  Closed DannyB 141 views 2 comments 2 points Most recent by DannyB October 2024How do you Quicken Simplifi?
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  Spending Plan showing transactions that are marked as "excludedFromSpendingPlan"

  Closed mercdomi 11 views 1 comment 0 points Most recent by Coach Natalie September 2024Troubleshooting
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  Bills not showing up in spending plan

  Closed barrett 346 views 3 comments 0 points Most recent by Coach Natalie September 2024Report a Bug
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  Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

  Active RockLee 13 views 0 comments 5 points Started by RockLee September 2024 Feature Requests
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  How can I monitor spending by category AND tag?

  Answered ✓ Closed tylertervooren 98 views 2 comments 1 point Most recent by tylertervooren September 2024How do you Quicken Simplifi?
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  Completed savings goal still showing as “not contributed” in my spending plan?

  Answered ✓ Closed Erin 63 views 3 comments 0 points Most recent by DannyB September 2024Using Savings Goals
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  Add Rollover for recurring income

  Closed All Talk 43 views 2 comments 3 points Most recent by SRC54 September 2024Feedback
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  Spending Plan data is missing (edited)

  Closed BobM 47 views 3 comments 0 points Most recent by SRC54 September 2024Report a Bug
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  Some of my upcoming bills are showing as "Paid" even though the date is in the future (edited)

  Closed rskolin 21 views 2 comments 0 points Most recent by rskolin September 2024Using the Spending Plan
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  Recurring Income and the Spending Plan

  Closed RobertoT 64 views 6 comments 0 points Most recent by UrsulaA September 2024Bills and Income
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  14
  Customizable Columns in the Spending Plan (edited)

  Completed Closed EL1234 317 views 29 comments 14 points Most recent by EL1234 September 2024Feature Requests
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  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Active UrsulaA 23 views 3 comments 4 points Most recent by EL1234 September 2024Feature Requests
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  Transfers not showing up in the Spending Plan

  Closed Kseniya 113 views 12 comments 0 points Most recent by Coach Natalie September 2024Report a Bug
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  Spending Plan Versus Budget

  Closed UrsulaA 284 views 3 comments 2 points Most recent by UrsulaA August 2024FAQ Section
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  Top 10 Spending Plan Feature Requests

  Closed UrsulaA 62 views 0 comments 7 points Started by UrsulaA August 2024 FAQ Section
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  Rethinking Rollover "vs" Savings Goal for non-monthly recurring expenses

  Closed DannyB 56 views 0 comments 4 points Started by DannyB August 2024 How do you Quicken Simplifi?
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  Spending Plan Income dissappearing

  Closed Max1223 253 views 33 comments 1 point Most recent by Coach Natalie August 2024Report a Bug
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  How do you budget? (A just for fun post)

  Closed DannyB 137 views 8 comments 3 points Most recent by DannyB August 2024How do you Quicken Simplifi?
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  Spending Plan: month to month confusion

  Answered ✓ Closed jonandkiley 58 views 3 comments 0 points Most recent by jonandkiley August 2024Troubleshooting
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  Question about recurring Transfer

  Answered ✓ Closed CROforce 34 views 2 comments 0 points Most recent by CROforce August 2024Troubleshooting
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  Ability to view Spending Plan for the whole year

  Active Micha9 235 views 11 comments 21 points Most recent by tschoon August 2024Feature Requests
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  "Spending-to-date" and "Month-to-month" comparison on the Dashboard

  Closed DannyB 198 views 3 comments 1 point Most recent by Wedo778 August 2024Using the Spending Plan
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  Merged: Forecast Cash Flow by Pay Period (edited)

  ELevi 11 views 0 comments 2 points Started by ELevi August 2024 Feature Requests
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  New Feature Alert: Split Transactions in Reports, Watchlists, and the Spending Plan!

  Closed Coach Natalie 574 views 1 comment 8 points Most recent by Coach Natalie August 2024Updates From the Product Team
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  Transferred From Mint

  Closed Marissa 43 views 3 comments 0 points Most recent by UrsulaA August 2024Feedback
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  "Uh Oh" - App had a failure adding tag on 'other spending'/spending plan

  Closed RobWilk 11 views 1 comment 0 points Most recent by Coach Natalie August 2024Report a Bug
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  Add feature to transfer funds from one goal to another

  Active LtDan1912 34 views 3 comments 12 points Most recent by RobWilk August 2024Feature Requests