Spending Plan - Expense Graphs

WMG3

Why is there no Spending Plan graph for Cable TV (set up as a Recurring item) while Auto-Gas (not set up as a Recurring Item) has a graph? The Cable TV expense transactions appear in the Transaction activity.

Transaction Activity

Auto - Gas (not set up as a Recurring Expense)

Love the program but I'm still learning!

Coach Jon

Hello @WMG3,

My mistake. I see that your 'Cable TV' category is set up as a Recurring Expense as you mentioned. Recurring transactions will not be counted towards a Planned Spending expense that uses the same Category. This support article explains in more detail here: https://support.simplifi.quicken.com/en/articles/5142441-planned-spending-expenses-versus-recurring-expenses

I hope this makes sense!

-Coach Jon

Coach Jon

Hello @WMG3,

Thanks for the feedback. If you believe this is something you would like to see in Quicken Simplifi, I would suggest creating an idea post so that others could vote on this idea!

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

-Coach Jon

Coach Jon

Hello @WMG3,

Thanks for reaching out! From your screenshots, it looks like the category 'Cable TV' may not be allocating correctly. As it shows your average allocation is $0. If you create a new Planned Spending expense to track for 'Cable TV', does it now track correctly?

Let us know!

-Coach Jon

WMG3

Thanks, that helps me understand. However, I'd like to make a suggestion to make the Spending Plan Dashboard look more like an Income Statement. Everything isn't lined up perfectly, but you get the idea. I'm a retired CPA/CFO and just had to give my 2 cents.