I am not able to update the amount of a planned spending series. Any ideas why?
I called support and they told me to delete the spending plan series and re-create it but I'm thinking there must be a reason I'm not thinking of and would like to know what it is.
Thanks!
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Hello @bridgex6,
Thanks for reaching out! To help us understand your situation, can you let us know what specifically is blocking you from editing your planned spending series? Can you provide a screenshot showing the issue? You should be able to click the 3 dots in the upper right-hand corner of the series and then click "Edit expense series" to change the amount.
Thanks,
Coach Jon
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Thank you Coach Jon, please see the attached screenshot showing the cursor is in the Amount field but I cannot type in this field
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@Coach Jon, I tried Google Chrome and MS Edge, with and without Incognito & In Private modes, none work. Could it be that since this is the first month that I've used Simplifi, I need to delete and re-add the spending plan but in future months I can modify it?
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@bridgex6, thanks for giving those steps a try!
Unfortunately, we won't be able to know what's causing an issue; we are just able to do some troubleshooting with you to try to resolve it. With that, since testing in incognito mode still did not allow you to edit the expense, I don't think it's something with your browser. At this point, I'd suggest deleting and re-creating the expense for the correct amount.
Let us know how it goes!
-Coach Natalie
-Coach Natalie
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Well, it's working now. It may be that I was highlighting the amount field and pressing the delete key. When doing that, a delete does not occur. But, I found out that if I put the cursor in the field and press the arrow or back button I can edit the amount.
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