Planned spending “left to spend” calculation seems off if there are credit amounts
Hello, this month I plan to spend $362.94 on medical expenses, so I created a planned expense. I received a payment of $540.10 from my insurance company from which I plan to use part of to pay for the $362.94. The $27.60 is a reimbursement I am expecting for another medical expense.
what I ended up with was Simplifi telling me I have $930.64 left to spend. This doesn’t seem correct to me?
Comments
-
@jbrian00, thanks for posting!
When doing the math from your screenshot, the $362.94 that's budgeted, plus the $27.60 and $540.10 positive transactions, equals $930.64, so it looks to be correct. Once you spend in the Category, you'll see those expense transactions show up to offer the credit amounts.
I hope this helps!
-Coach Natalie
-Coach Natalie
0 -
you can close this. This is working as expected after all.
1
