Planned Spending in future month

RickS

When I click the arrow at the top in Spending Plan to look at the next month, I noticed in Planned Spending that recurring transactions have been created by the system that are already covered in Bills and Subscriptions. Those were not created by me in the prior month so I don't understand why they are being double counted in the next month. Is it up to the user to edit each category every month to ferret out what is already covered in Bills and Subscriptions?

Never mind on this - I believe I must have created these in a previous effort to set up Simplifi.

Coach Natalie

@RickS, glad to hear you got things worked out!

-Coach Natalie