Spending Plan shows phantom numbers due to refund (edited)

Chrobrego

My Spending Plan says I have $109.00 in 'Other Spending.'  However, it doesn't show any entries for the transaction. The problem was that I entered a refund in the refund tracker that somehow lost its category.  Simplifi reported the amount of the credit in the Spending Plan but neglected to show anything else.  I would expect it to show the transaction or have some functionality that would show transactions without categories. 

Coach Natalie

Hello @Chrobrego,

Thanks for posting to the Community!

This behavior is actually by design -- expected Refunds will be counted towards Other Spending or Planned Spending, whichever applies, but you won't see the transaction listed. This is mentioned in our Refund Tracker Support Article available here. 

We do have a couple of Idea posts surrounding this design that you may be interested in checking out and adding your vote and feedback to.

https://community.simplifimoney.com/discussion/2650/ability-to-hide-refund-tracker-amounts-from-spending-plan/p1?new=1

https://community.simplifimoney.com/discussion/1163/show-expected-refunds-in-spending-plan-edited

-Coach Natalie