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Unhiding one side of Recurring [Transfer] not reflected in spending plan

RobWilk

Note above "Money Out" is unchecked (so it should be included in spending plan).

But:

Both sides are greyed out on the spending plan under transfers.

To be clear, I believe unchecking money out from the spending plan, the spending plan should include that side — but the spending plan transfers bucket is showing $0.

-Rob

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Recurring

Spending Plan

Transfers

Comments

Coach Natalie

@RobWilk, thanks for bringing this up to the Community!

It looks like we have an Alert for this behavior, so it's a known issue:

https://community.simplifimoney.com/discussion/8618/ongoing-3-27-24-changes-to-recurring-series-exclusions-not-being-reflected-in-the-spending-plan

While the issue is being worked on, you can exclude/un-exclude the individual Reminders as needed directly from the Spending Plan.

I hope this helps!

RobWilk

That alert's going on a year old, well, at least it's a known issue.

I suppose i could go month by month for the next 12 months of the spending plan and unhide each month.

I might not bother, technically, I could pay off this entire payment plan this month, as otherwise this is a low spending month (so far). i'll decide when my next deposit arrives.

-Rob