Watchlist Year to Date Total Doesnt Match Spending Report YTD

jdtrujillo

I have a watchlist for all travel, and it shows a yearly Total of $43,231, which doesn't match the yearly total for the same category in the Spending Report, which is $36,329—screenshots attached.

SRC54

Watchlists don't work quite the same as the YTD report. They might include recurring expenses that you haven't done yet and their cutoff dates can be slightly different.

I checked mine and they are the same BUT I don't have any reminders left for those categories this month.

Here's a support article to peruse if you haven't already:

https://support.simplifi.quicken.com/en/articles/3472367-using-watchlists

Hope this helps.

If not, you're be ready for when one of the coaches comes online later today. Good luck.

Edit: PS. That's a lot of travel!

DryHeat

@jdtrujillo

EDIT: @SRC54 pointed out that your projection for this month is $0. So what I wrote below is probably not related to the issue you are having. Sorry if I led you astray.

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The problem may be that Watchlists use a peculiar method for estimating the current month that often wildly overestimates the actual amount of spending expected in the month.

Rather than describe that problem here, I'll refer you to these other threads:

https://community.simplifimoney.com/discussion/15081/projected-spending-logic-in-watchlists-edited

https://community.simplifimoney.com/discussion/4588/watchlists-better-calculations-for-039-projected-039-amount-edited

SRC54

Yep @DryHeat, the projected is often way, way off. I was surprised that his card above reads $0.00 projected. Mine always shows hundreds or thousands, and is usually 2-3x higher than it would be.

DryHeat

@SRC54

I was surprised that his card above reads $0.00 projected.

I didn't notice that.

So my suggestion about the source of the problem is probably way off base. I'll edit my earlier post.

DannyB

@jdtrujillo

Another thing you will want to do is make sure you are comparing apples to apples. Make sure the same data is included in both the Travel Watchlist and the Travel Expense Report.

Here are how mine compare:

I don't have my travel expenses sorted the way you do. I categorize all travel related expenses under a single category, "Travel Expenses." I do assign tags to identify which expenses go to which travel experience, but I don't break them down into subcategories the way it appears you do.

By "all" I mean transportation, food, lodging, any expenses incurred during any given trip from the moment I walk out the front door and the time I walk back in the front door.