Ability to "Close Out" prior month's Spending Plans

Coach Natalie

We have recently added the ability to "Close Out" prior month's Spending Plans! This feature will help give you a true reflection of where your money stands month-to-month by ensuring that you don't miss anything in your Spending Plan. 

This option will be presented when navigating to a prior month's Spending Plan that has unresolved items. You'll see a banner across the top letting you know what needs to be resolved, such as leftover Planned Spending funds that need to be released, or a Bill that was never marked as paid.

Once everything is resolved, the banner will go away, and your Spending Plan for that month is officially "closed out"!