Spending Plan goes back to Jan 2020

RichD

When I added reoccurring spending plan on Jan 2022, it create spending plans going all the way back to Jan 2020 even though my transactions do not occur prior to 2022.

Coach Natalie

Hello @RichD,

Thank you for reporting this issue to the Community, although I'm sorry to hear that you're experiencing this behavior in Simplifi.

I'm not personally seeing any issues with my Spending Plan going back further than my very first transaction in Simplifi. To clarify, are you seeing this issue on the Simplifi Web App, the Mobile App, or both?

Also, would you mind clarifying what you mean by "When I added reoccurring spending plan on Jan 2022", please? Providing details as to what exact steps you took and what specifically occurred will allow us to get a better idea of what's going on and attempt to replicate the behavior. 

Please let us know so we can best assist!

-Coach Natalie