Planned Spend

Discussion List

• 
  Donation not appearing in Planned Spending.

  Closed cjst95 46 views 5 comments 0 points Most recent by DannyB June 2024Troubleshooting
• 
  Enhanced Planned Spending with Miscellaneous Category

  Closed Diegob 28 views 1 comment 0 points Most recent by DannyB June 2024Feedback
• 
  2

  Up Down
  Recalculate how Planned Spending Totals work with Rollover (edited)

  Active bost.05 76 views 7 comments 2 points Most recent by RobWilk June 2024Feature Requests
• 
  Simplifi is telling me to release unused funds for an expense that's overspent (edited)

  Closed ejs 317 views 21 comments 0 points Most recent by ejs June 2024Report a Bug
• 
  Merged: Planned Spending planned vs actual improvements to get a better idea of current status [Edi…

  BudgetsAreSoFun 11 views 0 comments 1 point Started by BudgetsAreSoFun June 2024 Feature Requests
• 
  Excess spending in "planned spending" categories not reflected on Spending Plan summary screen

  Closed tdpmd 42 views 8 comments 0 points Most recent by Coach Jon May 2024Report a Bug
• 
  When using rollover budget it should also the money from being "available" to contribute to goals.

  Closed insanenutman 62 views 4 comments 1 point Most recent by insanenutman May 2024Using the Spending Plan
• 
  4

  Up Down
  Planned Spending Expense - Hover Amount Should be Unrounded "Spent" Amount (edited)

  In Review Veloz 86 views 6 comments 4 points Most recent by UrsulaA May 2024Feature Requests
• 
  Spending Plan Sub-category issue

  Closed aslam08 21 views 1 comment 0 points Most recent by Coach Kristina May 2024Report a Bug
• 
  Rollover enabled yet?

  Closed thaJack 21 views 1 comment 0 points Most recent by DannyB May 2024Using the Spending Plan
• 
  How does 'Planned Spending' Calculate Suggested Amount?

  Answered ✓ Closed ajbopp 82 views 7 comments 0 points Most recent by UrsulaA May 2024Using the Spending Plan
• 
  Deleting a spending plan "series' does not delete future versions of it

  Closed Chrobrego 127 views 1 comment 0 points Most recent by Coach Natalie April 2024Troubleshooting
• 
  Merged: Planned Spending categories show they are tracking different category than it actually is

  PedHubba 11 views 0 comments 0 points Started by PedHubba April 2024 Using the Spending Plan
• 
  Merged: Planned Spending Expense Category Bug

  Hugaluga 21 views 0 comments 0 points Started by Hugaluga April 2024 Report a Bug
• 
  "Minor" issue with text overflow in new list view of Planned Spending

  Closed DannyB 31 views 3 comments 0 points Most recent by Coach Jon April 2024Report a Bug
• 
  Planned Spending not counting transactions (edited)

  Answered ✓ Closed kash80 75 views 2 comments 0 points Most recent by kash80 April 2024Using the Spending Plan
• 
  Merged: Ability to see planned transaction totals by account

  jtb36 1 view 0 comments 1 point Started by jtb36 April 2024 Feature Requests
• 
  Merged: Better detail on Released funds in Spending Plan, Planned Spending

  Max1223 1 view 0 comments 1 point Started by Max1223 April 2024 Feature Requests
• 
  Is there a way to track planned spending Annually as opposed to Monthly

  Answered ✓ Closed Jaimeet 48 views 1 comment 1 point Most recent by UrsulaA April 2024Using the Spending Plan
• 
  Planned Spending: Deleting series only deletes current month

  Closed ajbopp 43 views 4 comments 0 points Most recent by ajbopp April 2024Report a Bug
• 
  1

  Up Down
  Unround the spent total in Planned Spending (edited)

  Active Camden 47 views 3 comments 1 point Most recent by Camden April 2024Feature Requests
• 
  Is there a way to get a comprehensive report of "Planned Spending"

  Closed Matt n Susi 43 views 1 comment 0 points Most recent by RobWilk April 2024Using the Spending Plan
• 
  Rollover displays are inaccurate

  Closed makapuu 88 views 3 comments 0 points Most recent by Coach Natalie April 2024Report a Bug
• 
  Cannot turn off Rollovers

  Closed Max1223 52 views 2 comments 0 points Most recent by Max1223 April 2024Report a Bug
• 
  Merged: Spending Plan Rollover discussion

  Wedo778 1 view 0 comments 0 points Started by Wedo778 April 2024 Using the Spending Plan
• 
  Merged: Spending Plan - By Account

  hi_there 1 view 0 comments 1 point Started by hi_there March 2024 Feature Requests
• 
  Subcategories not being included in Planned Spending (edited)

  Closed William K 357 views 12 comments 2 points Most recent by Coach Natalie March 2024Troubleshooting
• 
  Merged: Spending Rollover

  Willowbei 1 view 0 comments 1 point Started by Willowbei March 2024 Feature Requests