Planned Spend expense series not appearing in 2027 Spending Plan — known bug?

Question

My established expense series in Planned Spend appear through December 2026, but they do not appear in any months of my 2027 Spending Plan to date. Since these are recurring, I would expect them to continue into every future month available, not stop at the end of the calendar year.

I started using Quicken Simplifi in 2025 and this didn’t happen when looking ahead into 2026, so this appears to be a bug. It makes forecasting for Q1 2027 much harder.

Has this issue already been reported or acknowledged?

SRC54 · Accepted Answer

I just checked my iPhone app (iOS 26.4 and 16.12.1) and everything seems to be there as it should be in my Spending Plans that also go through March 2027.

Do they appear on the web app or even the iPad app?  If they appear elsewhere, then we know it is app specific and not a problem with your file.  Since you have recreated some planned spending series, that should have fixed any problem with a series.

I assume you have tried the usual things.  Signing in and out of the app?  Rebooting the phone? Deleting the App and reinstalling it?

But you only need to do that if the web app shows everything correctly.

DryHeat · Accepted Answer

@stacyvance

I agree with @SRC54 that the first thing you should do (assuming you have access) is take a look at your expense series on a web app (on a PC or Mac) to see if the series show up there.

If they don't, the problem is likely with your dataset. If they do, the problem is likely with your app/device.