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

Coach Natalie
Coach Natalie Administrator, Moderator admin
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"!


This discussion has been closed.