nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Ability to automatically include non-recurring income in the Spending Plan (edited)

MishaM

In recent weeks, I have noticed that any income that is not part of a recurring series gets automatically excluded from the Spending Plan. I get the use-case for this, but in my personal set-up, I like including interest income and cash-back as part of my income.

It would be nice if we could just toggle this feature on or off in settings for our accounts.

Find more posts tagged with

Already Offered

Spending Plan

Transactions

Status: Already Offered

Comments

Coach Natalie

@MishaM, thanks for posting your suggestion to the Community!

All you have to do to automatically include non-recurring income in the Spending Plan is navigate to Spending Plan > Income, go to the 'Excluded this month' section, and click the three dots at the end of it. Next, select the option for "automatically include".

I hope this helps!

EL1234

I just found a transaction in the Excluded section which was already linked to a recurring income. Not sure why it was excluded…