Help with Planned Spending

System

This discussion was created from comments split from: Ability to add Planned Spending Items to our Projected Cash Flow [edited] (4 Merged Votes).

JoshMannBont81

I don’t understand the planed spending. Is there a way to link that and have it taken out of my available balance automatically?  For instance, when I get gas for my car, how do I subtract it?

Flopbot

@JoshMannBont81,

As long as you are assigning individual transactions to a Category that is also assigned to the same Category in your “Planned Spending”, then Simplifi will automatically debit from your total, automatically.

For example, if you create a Planned Spending card for your “Gas” category and say you expect to pay $100 a month and then spend $25 on “Gas” on your CC, the actual transaction will show up under Planned Spending and your new balance left to spend on “Gas” will be $75.

Let me know if this doesn’t make sense and I’ll try to get some screenshots. I’m not on a device to easily do that though right now.