Split transactions don't register in Spending Plan

timmyc123

If a category is part of Spending Plan, and it is split off another transaction, it doesn't properly deduct / appear in the Spending Plan item.

Coach Natalie

Hello @timmyc123,

Thank you for posting to the Community regarding this behavior. 

When viewing your screenshots, it looks like the transaction in question is linked to a Recurring Series. Since the Spending Plan is designed to not double count transactions, once a transaction is linked to a Recurring Series, it will be counted toward the Bills and Income section of the Spending Plan and will not be counted toward a Planned Spending expense of the same Category. More details on this can be found here. 

Some Idea posts surrounding this that you may be interested in checking out: 

https://community.simplifimoney.com/discussion/1542/link-part-of-split-transaction-to-recurring-bill/p1?new=1

https://community.simplifimoney.com/discussion/98/using-splits-multiple-categories-in-recurring-transactions/p1?new=1

I hope this helps!

-Coach Natalie