Planned Spend

Discussion List

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  Ability to build category trees in Planned Spend (edited)

  Active Moralessalsidoj 29 views 0 comments 2 points Started by Moralessalsidoj September 4 Feature Requests
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  What are workarounds for breaking out sub-categories in Planned Spend

  Answered ✓ n2it 48 views 1 comment 0 points Most recent by Coach Natalie August 20Using the Spending Plan
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  budget/planned spend vs bills (vs cash flow) - what am I missing for things like utlility bills?

  Closed n2it 92 views 7 comments 0 points Most recent by DryHeat August 12Using the Spending Plan
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  Include actual spent from Planned Spending into the left over amount.

  Closed Moralessalsidoj 99 views 8 comments 1 point Most recent by Coach Natalie August 3Using the Spending Plan
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  Use 12-month average for Planned Spending (edited)

  NeroDrifter 60 views 3 comments 7 points Most recent by mmmartian August 2Feature Requests
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  Planned Spending - Additional Features

  Closed John Chavez 37 views 2 comments 0 points Most recent by DryHeat August 2Feedback
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  Start from scratch??

  Answered ✓ Closed HMB21 69 views 1 comment 0 points Most recent by SRC54 June 27Troubleshooting
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  Add Spending Bubbles inside of each "Planned Spend" if there are sub-categories involved.

  Active msanders93 16 views 0 comments 1 point Started by msanders93 June 16 Feature Requests
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  Bill Connect for Credit Cards: Update next (not current) reminder with recurring/planned expenses

  Matt Z 49 views 1 comment 2 points Most recent by Coach Natalie June 10Feature Requests
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  How do you manage planned spend without having to subtract bills?

  Closed bobbiesmith 112 views 8 comments 0 points Most recent by SRC54 June 10Using the Spending Plan
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  Include Rollover Amounts in Planned Spending Notifications (edited)

  Active TiggerTrainer 38 views 5 comments 9 points Most recent by TiggerTrainer May 29Feature Requests
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  Recalculate how Planned Spending Totals work with Rollover (edited)

  Active bost.05 178 views 11 comments 5 points Most recent by TwelveSilverPennies May 6Feature Requests
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  expense series amounts on planned spend keep reverting to old amounts after I change them

  Closed PFNikolai 83 views 4 comments 0 points Most recent by PFNikolai April 24Troubleshooting
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  Option to mark a reminder as paid but show transaction under Planned Spend category instead of Bills

  Closed savvvvy 38 views 4 comments 0 points Most recent by EL1234 April 21Using the Spending Plan
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  How to prevent spent versus budgeted amounts disappearing each month in Planned Spend? (edited)

  Answered ✓ Closed Stu B 57 views 4 comments 0 points Most recent by DryHeat April 8Using the Spending Plan
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  Historical addition of planned spend expense categories with roll-over carry-through. (edited)

  Closed TankerAce 50 views 1 comment 0 points Most recent by Coach Kristina April 5Using the Spending Plan
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  Ability to edit planned spend series target amounts and carry forward from past months (edited)

  Closed TankerAce 28 views 1 comment 0 points Most recent by Coach Kristina April 5Using the Spending Plan
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  Planned Spending shows incorrect "left" amounts on the Mobile App Dashboard (edited)

  ejs 299 views 18 comments 0 points Most recent by Coach Natalie April 3Report a Bug
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  Planned Spend expense series not appearing in 2027 Spending Plan — known bug?

  Answered ✓ Closed stacyvance 54 views 4 comments 0 points Most recent by DryHeat March 28Using the Spending Plan
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  Unable to turn off rollover in planned spend (edited)

  Closed shely6875 36 views 1 comment 0 points Most recent by SRC54 March 9Troubleshooting
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  Confusion with Planned Spending and Bank Connections (edited)

  Closed shely6875 64 views 10 comments 0 points Most recent by SRC54 March 9Feedback
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  Help! My monthly Planned Spend went haywire!

  Closed Christina 40 views 5 comments 0 points Most recent by Coach Natalie March 3Troubleshooting
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  How do you fund & manage planned spend categories (edited)

  Closed Robert48314 184 views 8 comments 0 points Most recent by SRC54 February 26Using the Spending Plan
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  Options to show discretionary spending across categories in Planned Spend?

  Closed everydave 78 views 9 comments 0 points Most recent by Coach Jon February 17Using the Spending Plan
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  Split Transactions Not Showing Up in Planned Spending or Other Spending

  Closed pastchief8 95 views 7 comments 0 points Most recent by pastchief8 February 16Troubleshooting
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  Editing a Planned Spend Series Not Updating Future Months (edited)

  Closed TwelveSilverPennies 16 views 2 comments 0 points Most recent by TwelveSilverPennies February 3Troubleshooting
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  Category Sum

  Closed Cschaumburg 18 views 1 comment 1 point Most recent by Coach Jon January 21Using Reports
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  Add an email option for the "Planned expense nearing or over limit" notification (edited)

  flintster_99 23 views 1 comment 3 points Most recent by Coach Jon January 16Feature Requests