Credit Card Charges

DawnZ
DawnZ Member
edited December 2023 in Using the Spending Plan

Are the credit card charges that appear in your transactions calculated in the amount available of the spending plan?

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Best Answers

  • ajbopp
    ajbopp Member ✭✭✭✭
    Answer ✓

    Yes, credit card transactions are included in the spending plan calculations.

    Anthony Bopp
    Simplifi User Since July 2022
    Money talks. But all my paycheck ever says is goodbye

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    Answer ✓

    But credit card payments should (optionally, and by default) cancel out to $0 on the spending plan - A $100 credit card payment from checking would be balanced by a $100 credit on the credit card account (for spending plan purposes).

    —
    Rob Wilkens

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