Spending Watchlists inlcuding "Upcoming" expenses

ffurja Member
edited May 2022 in Using Watchlists
I see that the Spending Watchlist is including the "Upcoming" values for that month versus using the actual transactions for the month.  Is this how it is supposed to work?  This is not really valuable.

I seem to recall that the Spending Watchlist only captured actual transactions.

Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
    Hello @ffurja,

    Thanks for posting your inquiry to the Community!

    Although 'Upcoming' transactions are currently being included in the 'This Month' total for Watchlists, we have recently confirmed with our Product Team that this is not the intended design. With that being said, we can definitely expect to see 'Upcoming' transactions removed from the MTD calculations for Watchlists as part of a future release.

    I hope this helps! :smile:

    -Coach Natalie
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