Planned Spending

New Planned Spending Release Options: Share your feedback here!

Announcement Coach Natalie 48 views 7 comments 0 points Most recent by DannyB December 10Early Access User Feedback

New Feature Alert: Planned Spending Release Options!

Announcement Coach Natalie 94 views 0 comments 2 points Started by Coach Natalie December 10 Updates From the Product Team

Merged: Spending Plan > Planned Spending > New Feature!

Closed DannyB 20 views 0 comments 2 points Most recent by UrsulaA December 10Feedback

2

Auto release unspent Planned Spending funds at end of the month (edited)

Completed dfeinst 28 views 1 comment 2 points Most recent by UrsulaA December 10Feature Requests

11

Planned Spending Expense Series - Allow $0.00 Amount

Active molehill6804 83 views 9 comments 11 points Most recent by SRC54 December 5Feature Requests

Planned Spending @ Month's End

DannyB 14 views 0 comments 2 points Started by DannyB November 27

Merged: iPhone/iPad Widget to Track Remaining Budget for Specific Categories

Closed estebanV 5 views 0 comments 1 point Started by estebanV November 22 Feature Requests

Merged: Add Notes to Planned Spending Items in the Spending Plan

Closed estebanV 8 views 0 comments 1 point Started by estebanV November 22 Feature Requests

14

Accounting for Rolled Over Planned Spending Cash

Active DannyB 153 views 10 comments 14 points Most recent by DannyB November 19Feature Requests

-1

Group Planned Spending Items by Category

Active JMoney 11 views 0 comments -1 point Started by JMoney November 19 Feature Requests

Planed spending goal vs real

IgnacioRG 24 views 3 comments 1 point Most recent by IgnacioRG November 18Feedback

Merged: Planned Spending with Actuals and Remaining Budget

Closed C2M 7 views 0 comments 2 points Most recent by RobWilk November 8Feature Requests

Planned Spending Transactions Not Adding Up

Closed VermillionSands 71 views 11 comments 0 points Most recent by DannyB October 16Using the Spending Plan

Release unspent categories into rollover categories

Closed Sheepers 21 views 1 comment 0 points Most recent by DannyB October 13Using the Spending Plan

Releasing unused funds does not work on web browser but does work on the app.

Closed Investor3000 12 views 1 comment 0 points Most recent by SRC54 October 3Report a Bug

Planned Spending Categories not showing correctly. (edited)

Closed shagazulu 620 views 59 comments 0 points Most recent by Coach Natalie October 1Categories and Tags

Edit Expense Series - Planned Spending

Closed donnajean 57 views 8 comments 0 points Most recent by Coach Natalie September 27Report a Bug

Merged: Total Budget Overview in Planned Spending

Closed Jeremiah.R.Akin 4 views 0 comments 1 point Started by Jeremiah.R.Akin September 23 Feature Requests

Recurring Expenses Auto-Add to Planned Spending

Closed dkerr0902 28 views 3 comments 1 point Most recent by DannyB September 13Feedback

Net Worth minus planned spending (with rollover amounts)

Closed bridgex6 12 views 1 comment 0 points Most recent by UrsulaA September 12Feedback

Planned Spending Expense Series changes reverting (edited)

Closed ClintMc 15 views 1 comment 0 points Most recent by Coach Jon September 3Report a Bug

Top 10 Spending Plan Feature Requests

Closed UrsulaA 52 views 0 comments 7 points Started by UrsulaA August 29 FAQ Section

2

Automatic recommendations for sending money to Savings Goals or Planned Spending (edited)

Active eMoneyBagz 15 views 0 comments 2 points Started by eMoneyBagz August 27 Feature Requests

Rollover Holdings?

Answered ✓ Closed Ephemery 49 views 2 comments 0 points Most recent by Ephemery August 26Using the Spending Plan

Simplifi is too complicated so I left…

Closed ffurja 41 views 1 comment 0 points Most recent by Coach Kristina August 24Feedback

I am not able to update the amount of a planned spending series. Any ideas why?

Closed bridgex6 40 views 6 comments 0 points Most recent by bridgex6 August 23Troubleshooting

3

Planned Spending: Navigate directly to drilled-down expense when going back to the list (edited)

Active TommyS 19 views 1 comment 3 points Most recent by Coach Natalie August 20Feature Requests

Display Category & Subcategory in Planned Spending view on the iOS app

Closed System 22 views 2 comments 0 points Most recent by Coach Kristina August 18Feedback

1

Planned Spending: Ability to move overspent categories to the top of the list (edited)

Active tazelahy 10 views 0 comments 1 point Started by tazelahy August 18 Feature Requests

Planned Spending Rollover: Share your feedback here!

Closed Coach Natalie 2.4K views 115 comments 0 points Most recent by jaholden123 August 16Feedback

Planned Spending

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