Monthly Summary and Transfers
Back in May this year (or somewhere thereabouts) the "Transfers & Credit Card Payments" was added to the "Income after bills& savings" section of the Spending Plan. The ability to include transfers and credit card payments in the Spending Plan had been a feature request among a number of users. However, since this feature was added one source of monthly recurring income was moved from the Income area and into the Transfers… area since the income is a transfer from one of my retirement accounts. As a result my monthly reported income has dropped by the amount of this transfer causing great distress for the emoji that signifies how the month turned out. Here is an example from my November summary:
See what I mean, that star emoji is in SHOCK! as well it should be based on the numbers. This example from November is what each monthly summary has looked like since May (or whenever the new Transfers… feature went live.
I am wondering if there is a way to reflect in the monthly summary the income that is now showing up in Transfers. Otherwise, my poor emoji is going to continue to experience distress every month going forward which just can't be good for it's health!
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer