Posted transaction not linking to bill.

Aaren Joy
Aaren Joy Member
edited February 2023 in Using the Spending Plan
I tried linking 2 different bills with their posted transactions but at the end of the month in the planned spending category it shows that I haven’t spent any money in both of those categories. Tried so many ways to fix it but I cannot figure it out! 
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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
    Hello @Aaren Joy,

    Thanks for posting your inquiry to the Community!

    It sounds like you may be referring to two different areas of the Spending Plan -- Recurring Bills and Planned Spending. Simplifi is designed to not double-count transactions in the Spending Plan. Therefore, if a transaction is linked to a Recurring Reminder, it will be counted towards the 'Income after bills and saving' section of the Spending Plan, and will not be counted towards a Planned Spending item of the same Category. More details on this can be found here.

    Please let us know how it goes!

    -Coach Natalie
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