Planned Spending

How do Planned Spending Expenses change over time?

SavingPennies4Boba 26 views 5 comments 0 points Most recent by Coach Jon April 22Using the Spending Plan

Merged: Provide solution for intermittent bill accrual in spending plan

Closed dhuntley1023 5 views 0 comments 1 point Started by dhuntley1023 April 10 Feature Requests

Why Spending Plan doesn't match actuals at month-end

Answered ✓ John Dressel 35 views 3 comments 0 points Most recent by John Dressel April 3Using the Spending Plan

List of all planned spending categories

TommyS 17 views 2 comments 0 points Most recent by DannyB March 31Using the Spending Plan

New Planned Spending Release Options: Share your feedback here!

Closed Coach Natalie 191 views 13 comments 0 points Most recent by Coach Natalie March 24Feedback

Error in the planned spending calculation?

Closed amynkerr 17 views 1 comment 0 points Most recent by Coach Jon March 21Troubleshooting

[ONGOING] 02/19/25: Quicken Simplifi Tablet users not seeing "add planned spending" option

Coach Jon 44 views 1 comment 0 points Most recent by Coach Jon March 5Known Product Issues

1

Ability to add or subtract Planned Spending funds without overwriting the original amount (edited)

Active BenB 31 views 3 comments 1 point Most recent by Coach Natalie March 4Feature Requests

16

Accounting for Rolled Over Planned Spending Cash

Active DannyB 200 views 11 comments 16 points Most recent by BenB March 3Feature Requests

Merged: Planned expenses vs actual

Closed John Dressel 1 view 0 comments 1 point Started by John Dressel March 3 Feature Requests

Notification regarding Planned Spending match actual situation (edited)

Closed DryHeat 32 views 4 comments 0 points Most recent by SRC54 March 2Report a Bug

5

Include Rollover Amounts in Planned Spending Notifications (edited)

Active TiggerTrainer 21 views 3 comments 5 points Most recent by UrsulaA February 28Feature Requests

Rollover Spending Notifications

Closed TiggerTrainer 44 views 8 comments 0 points Most recent by TiggerTrainer February 27Report a Bug

8

Planned Spending Last 6 Months Averages to show Previous 6 Months (edited)

Active MishaM 31 views 5 comments 8 points Most recent by MishaM February 27Feature Requests

Total Spending Left for the Month

Closed Jay8 49 views 3 comments 2 points Most recent by Coach Jon February 21Using the Spending Plan

Option to add a Planned Spending expense is missing on iPad and Android Tablets (edited)

Closed donnajean 103 views 15 comments 0 points Most recent by Coach Jon February 18Report a Bug

Using Savings Goals for Quarterly, Semi-Annual, and Yearly Bills

Closed DryHeat 155 views 11 comments 0 points Most recent by KP_9 February 16Using Savings Goals

7

Ability to add a Rollover Cap (edited)

Active Jacob Amey 45 views 8 comments 7 points Most recent by Flopbot February 14Feature Requests

[ONGOING] 01/30/25: Planned Spending - Rollover Showing Incorrect Amounts

Coach Jon 151 views 1 comment 0 points Most recent by Coach Jon February 13Known Product Issues

Spending Plan doesn't recognize third level categories

Closed Then13 64 views 7 comments 1 point Most recent by Coach Jon February 12Report a Bug

Planned Spending Not Updating Properly

Closed debro22 12 views 1 comment 0 points Most recent by Coach Jon February 7Troubleshooting

2

Elapsed Monthly Duration Indicator in Planned Spending (edited)

Active zilacus 1 view 0 comments 2 points Started by zilacus February 6 Feature Requests

Merged: Ability to move planned spending item to another month

Closed Abi Pop 1 view 0 comments 1 point Started by Abi Pop February 3 Feature Requests

A Spending Category's rollover amount isn't properly updated.

Closed torrents.stride 45 views 2 comments 0 points Most recent by torrents.stride February 2Report a Bug

Ability to deduct rolled over planned spending from an account's available balance.

Closed Me000000 11 views 2 comments 1 point Most recent by TiggerTrainer January 28Feedback

Planned Spending Expenses Disappeared

Closed VPak 596 views 28 comments 9 points Most recent by BBonev January 28Report a Bug

Merged: All my planned spending categories disappeared

Closed esender 31 views 0 comments 1 point Most recent by Bodiene007 January 27Troubleshooting

New Feature Alert: Planned Spending Release Options!

Closed Coach Natalie 752 views 2 comments 3 points Most recent by Coach Natalie January 17Updates From the Product Team

Incorporate Recurring Transactions into "Planned Spending" Dashboard

Closed Strahan001 52 views 7 comments 1 point Most recent by SRC54 January 15Feedback

Planned Spending

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