Planned Spending "suggested" amount: include refund/income transactions (edited)

RobWilk

When creating a planned spending expense, simplifi gives an estimated spending figure based on the last 6 months of spending.  

That being said, if there were any credits (i.e. refunds) in that period, they are ignored from the calculation of average monthly spending (this is according to @Coach Natalie who studied the issue).

So, in my case, I had a ~$900 purchase and a ~$900 refund and it shouldn't have had any effect on my spending average, but the $900 was counted without the refund towards the average.  (It is not clear if this is still happening.)

If this is the issue, and i don't claim to know well enough, I suggest it be fixed.   

I am watching certain planned spending categories because i'm trying to reduce spending in certain categories, so i'd like to keep an eye on my monthly average spending so, ideally, i can gradually reduce the planned spending amount in these categories.

Coach Natalie

Hello All, 

This Idea seems to have fallen stagnant, and due to the age of the request and lack of user votes/comments, will be archived within the next 10 business days.

If you would like to see this Idea kept alive and considered for possible future implementation in Quicken Simplifi, please be sure to add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here. 

Thank you,

Quicken Simplifi Community Support Team