I am a new customer as of last month. I also created 2 workspaces for myself and my partner.
In my workspace, I was able to get the spending plan to go back historically — unsure how I did this — But I know that I went thru all my income YTD, and linked it to the paycheck series.
We did this in the second workspace as well, but the spending plan does not allow me to go back to prior months.
What am I doing wrong? This app is so confusing to setup! Thank you!
