Planned Spend

Discussion List

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  Monthly Budget Reverted to Old amounts and accounts with Rollovers set up all distorted

  bmcchesney19 25 views 1 comment 0 points Most recent by Coach Aldair 12:05AMUsing the Spending Plan
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  Toggle to Include/Exclude Planned Spend and/or Transactions in Cashflow Projections

  Brent Sucher 63 views 1 comment 1 point Most recent by Coach Aldair October 15Projected Cash Flow
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  How to include Planned Spend in Cash Flow? (edited)

  Answered Jtroyano 89 views 2 comments 0 points Most recent by Jtroyano October 15Projected Cash Flow
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  Reorder (instead of alpha default) planned spend

  Jmik 57 views 2 comments 0 points Most recent by Flopbot October 10Using the Spending Plan
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  Add a Report for Planned Spend (edited)

  Active l6538 51 views 2 comments 6 points Most recent by SRC54 October 5Feature Requests
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  Reorder “planned spend” by priorities or amount [Edited]

  Jmik 58 views 1 comment 1 point Most recent by Coach Natalie October 5Using the Spending Plan
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  Planned Spending shows incorrect "left" amounts on the Mobile App Dashboard (edited)

  Closed ejs 434 views 19 comments 0 points Most recent by Coach Natalie October 1Report a Bug
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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 ✓ Closed n2it 80 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 140 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 134 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)

  Active NeroDrifter 77 views 3 comments 7 points Most recent by mmmartian August 2Feature Requests
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  Planned Spending - Additional Features

  Closed John Chavez 57 views 2 comments 0 points Most recent by DryHeat August 2Feedback
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  Start from scratch??

  Answered ✓ Closed HMB21 98 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 14 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

  Active Matt Z 71 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 151 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 66 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.05 235 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 146 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 86 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 85 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 69 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 45 views 1 comment 0 points Most recent by Coach Kristina April 5Using the Spending Plan
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  Planned Spend expense series not appearing in 2027 Spending Plan — known bug?

  Answered ✓ Closed stacyvance 62 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 44 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 123 views 10 comments 0 points Most recent by SRC54 March 9Feedback
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  Help! My monthly Planned Spend went haywire!

  Closed Christina 66 views 5 comments 0 points Most recent by Coach Natalie March 3Troubleshooting