Recurring Income Series Changes to Bills When Using Paycheck Splits

Eric L

I've found what appears to be a bug with recurring paycheck splits in Simplifi.

Steps to reproduce:

• Import a paycheck into a linked checking account.
• Create a Recurring Income series from the imported paycheck.
• Verify the recurring transaction appears under Income in the Spending Plan.
• Edit the recurring income series and add Assign Splits (Gross Pay, Federal Tax, Social Security, Medicare, Health Insurance, Roth 401(k), etc.).

Expected behavior:

• The recurring series should remain under Income.
• Gross Pay should count toward the Income section of the Spending Plan.
• Negative split lines (taxes, insurance, deductions, etc.) should be treated as expenses/deductions as appropriate.

Actual behavior:

• As soon as I add splits, the recurring income series is moved under Bills.
• The Spending Plan no longer shows any income.
• Instead, Bills shows a positive amount equal to my net paycheck (for example, +$1,000.00).
• If I remove the splits, the recurring series immediately returns to the Income section.

This only occurs after adding paycheck splits. An unsplit recurring paycheck behaves correctly.

DryHeat

Gross Pay should count toward the Income section of the Spending Plan.
Negative split lines (taxes, insurance, deductions, etc.) should be treated as expenses/deductions as appropriate.

Ideally, that is what would happen. But currently what Quicken does is just show the net pay in Income as long as the item remains a reminder. The negative split lines will show up in Planned Spend or Other Spend when the series reminder becomes a real transaction.

Instead, Bills shows a positive amount equal to my net paycheck (for example, +$1,000.00).

My similar split reminders all show up in the Income section. The fact that yours is showing up in Bills could indicate that the category you are using for "Income" is actually an Expense category. Offhand I can't think of any other reason it would work that way.