Auto Release of Funds Doesn’t Work

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housetr
housetr Member ✭✭
edited July 2 in Using the Spending Plan

So, the new month rolled around and auto release of funds didn’t work in my spending plan. Any ideas?

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @housetr, thanks for reaching out to the Community!

    I don't personally use auto-release for Planned Spending, so I haven't noticed any issues myself, and I haven't seen any other users report an issue. It may have just been a one-off occurrence for you. With that, I would recommend disabling and re-enabling auto-release, and then keeping an eye on things next month. You can manually use the "release all unused funds" option to take care of last month —

    Screenshot 2025-06-02 at 9.36.55 AM.png

    Let us know how it goes!

    -Coach Natalie

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