Do you reconcile with Simplifi? We want your input! Please give us your opinion in this survey here!

Accounts excluded from Spending Plan having transactions showing up in Spending plan

papermuffins Member ✭✭
edited September 18 in Feedback

Can this please be fixed? Super annoying to go through "Other spending" transactions but be flush with transactions from accounts that are marked to be excluded from this.


  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    edited September 15

    What I found looking into this out of my curiosity:

    (1) There was sometimes a delay before excluding from the spending plan 'took'. It might be a minute or more before the setting is updated.

    (2) Transactions from accounts that were excluded from the spending plan

    (a) do not reflect in the totals

    (b) are displayed but are greyed out with an icon indicating they are hidden.

    Rob Wilkens