Spending Plan Categories

Rocfire

I finding that some of my transactions are not being report under the Spending Plan Item.  For example I have $500 plan spending under Utilities.  My cable bill which is a sub category of Utilities is not charged to the planned spending item. It is recorded under bills and it does show up in the Utilities Category report.  

Please review. 

Coach Natalie

Hello @Rocfire,

Thanks for posting your inquiry to the Community!

If the transaction in question is linked to a Recurring Reminder, it will show up in the Bills & Income section of the Spending Plan and will not be counted towards a Planned Spending expense of the same Category. This is to prevent transactions from being double-counted in the Spending Plan; more details on this can be found here. 

If you'd like to track a certain area of Spending based on a specific Category, such as your utilities, you may consider creating a Watchlist, as these will track everything for that Category all in one place, whether a Recurring Bill or additional spending in the same Category. You may find more details on using Watchlists outlined here.

I hope this helps, but please let us know if you have any questions!

-Coach Natalie

DannyB

Hi @Rocfire just to let you know that as a new user at the first of this year I had basically the same question when I first started with Simplifi.  The Spending Plan is a unique feature and with some attention to the articles @Coach Natalie points you too and with a little experience, you'll be a Spending plan rock star in no time.  This forum is a great place to get answers to questions and find insights on how other users use Simplifi.

Flopbot

@Rocfire, click here for a post I did awhile back on the exact same issue that the coach is referencing.  My post had lots of screenshots in case that helps.  Your in good hands with @DannyB  and @Coach Natalie.

If this isn’t your problem, then do let us know.