Recurring Expenses Auto-Add to Planned Spending

dkerr0902

I believe if you mark an expense as recurring, it should automatically be entered into your spending plan. Logically, since you're marking it as recurring, it's a planned spend.

UrsulaA

If an expense is part of a recurring series, it is added under Income after bills in the spending plan. Could you clarify the request?

Using the Quicken Simplifi Spending Plan | Quicken Simplifi Help Center (simplifimoney.com)

SRC54

I believe this is already true. I added a doctor's visit for my wife today and marked it Recurring and it is my Bills section of the Spending Plan.

Am I misunderstanding? Or do you mean you want it to go into Planned Spending, which is Budgeted Spending (other than Bills and Subscriptions)? The theory behind the Spending Plan is that income and regular bills are taken out first and then your "Planned" Spending in categories is next. Anything else is "Other".

I've never liked the word Planned Spending, which I admit is confusing, which I think should be "Budgeted" instead. I know they don't want to use "budgeted" because the SP is not a budget. Maybe it could be called "Category" Spending? Suggestions?

@dkerr0902

DannyB

@dkerr0902

The only thing I would add is to check to make sure that exclude from Spending Plan is not selected. If the recurring transaction is a credit card payment or transfer of some kind it will be automatically set to be excluded from the Spending Plan and Reports.