Transactions and Spending Plans

Stevefxp

Hello all,

I created a spending plan for rent on my business office. I used the category Home/Rent for this and set the spending plan to Transactions: Rent. The problem is my rent payment for July is not hitting that spending plan for some reason. Has anyone run into this? I cannot seem to figure out how to get this to flow into my spending plan.

Thanks,

Steve

Coach Jon

Hello @Stevefxp,

Thanks for reaching out! It sounds like you set a different category to track here from your description. One being Home:Rent, and one being Transactions:Rent. If you can provide a screenshot showing the Planned Spending item you created, this would help determine if this is what happened.

-Coach Jon

Stevefxp

So you might be right Jon! Attached is the planned spending screenshot. So now that leads me to how I get this to sync up? I dont understand why there are two different categories?

Screenshot 2025-07-10 192123.png

Coach Jon

Hello @Stevefxp,

I would suggest deleting and recreating the Planned Spending item, making sure the correct category is selected. Let us know how this goes!

-Coach Jon

Stevefxp

So I think I know the problem…

My first rent payment was on the 4th of July, and I set the category to rent. I then created the spending plan a few days later. I can not go back to the payment on the 4th and have it added to the spending plan. Essentially the spending plan must be in place prior to any transactions correct?

DannyB

@Stevefxp

I'm just curious, is there a reason that you are using Planned Spending instead of a recurring bill for this payment? I actually have two recurring expenses that are set up in Planned Spending and the reason is how they are paid.

It seems like you should be able to make this payment show up in your Planned Spending since a Planned Spending item is based on the Category assigned to it and as far as I know this is not time sensitive.

DryHeat

@Stevefxp — Can you provide a screenshot of the transaction that you think should be showing up in this Planned Spending item? That might help with diagnosing the problem.

Stevefxp

@DannyB I am using a recurring bill for this payment. I would like it to show up in my spending plan, since I pay this weekly.

@DryHeat attached is the transaction.

Screenshot 2025-07-11 112808.png

DryHeat

@Stevefxp "I am using a recurring bill for this payment."

If you are using a recurring bill, it will show up under the "Income after bills & saving" section, in the "Bills" subsection, rather than in the "Planned spending" section. If the bill recurs weekly you will see multiple bills there. The total of all the bills, not just the ones that are already paid, will be shown as spending for the current month.

(Or, if you are a new user who has the redesigned Spending Plan, bills will show up in the "Bills" section — which stands on its own and is no longer a subsection under the "Income" section.)

"Planned spending" is usually used for categories where you have a good idea of what you are going to spend (like groceries) but where there is no specific scheduled bill.

Stevefxp

OK thanks!

DannyB

You can set this up in Planned Spending if that is how you want to track it. But to do so you would need to delete the recurring bill reminder and create a Planned Spending category with the specific unique category you assign to these transactions. It just depends on how you want to handle this expense in your Spending Plan.