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This is extremely helpful, thank you! I did not realize that “non-recurring income” included all net positive transactions, including those categorized outside of Personal Income and its subcategories.

Hello @bellassaije,

I understand your situation now, thank you. With the new Spending Plan redesign comes a change in how Income works in the Spending Plan. The Income section shows the total income you expect to have for the month. This is calculated with your recurring income transaction series. Non-recurring income will be excluded from the Spending Plan by default. If you want to include non-recurring income in your Spending Plan, you can follow the instructions in our support article here: https://support.simplifi.quicken.com/en/articles/4212702-understanding-your-spending-plan#h_99b355e2a6

I hope this helps!

-Coach Jon

The other option is to track utilities using Recurring Bills (and one-time bills if necessary) and remove that category from the Spending Plan