Spending Plan and ER purchases

Humanleg86 Member ✭✭
edited December 2023 in Using Savings Goals

How does everyone else handle ER purchases under the spending plan, when using your ER fund (true ER purchases).

Since my ER fund was already accounted for in the spending plan as a transfer months ago, I normally hide the ER purchase from the spending plan. Wanteds others opinions on this and take on it.

Best Answer

  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
    Answer ✓

    I would turn on “Hide from Spending Plan”.

    Quicken Desktop user since 2014.
    New to Simplifi in 2021.


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