Transactions not showing in Spending Plan (edited)

Chrisg60

I have multiple transactions that show the correct category, but they don't show up in my spending plan. Others with the same category are shown in the spending plan. What am Imissing.

SRC54

When you say they don't show up in the Spending Plan, is this the Bills Section or the Planned Spending Section? If they are marked as bills or subscriptions, they will show up in the Bills section; otherwise, they will be in the Planned Spending or Other Spending categories.

In Reports, they will all show up together. Check out the Spending Report or click on the Dashboard Card that says Top Spending Categories. You should see all of them together there.

Here is a support article to help you:

https://support.simplifi.quicken.com/en/articles/4212702-understanding-your-spending-plan

If this doesn't resolve your issue, make sure that the transactions that aren't showing up aren't marked to be ignored in the Spending Plan. I doubt that is the problem, but just to make sure.

Let us know how it goes.