"Planned Spending" not recognizing transactions

DocNads

In the Spending Plan, on the "Income after Bills" view, I can see transactions like my college savings payment (image #1). When I click on "Planned Spending", it says there are no transactions in that category (image #2). I looked at the series and it should be included in the planned spending. This is happening in several, not all, categories for my spending plan.

UrsulaA

The spending plan does not count items included as bills as planned spending to avoid double counting. If the transaction is a bill, it will show under the bills section, image one above. If the transaction is not part of a bill, it will display under planned spending.

More info below

Note: The Spending Plan is designed to not double-count transactions. For example, if you have a transaction that was linked to a Recurring Reminder, the transaction will be counted towards the Bills and Income section of the Spending Plan instead of a Planned Spending expense of the same Category. Learn more here!

https://help.simplifimoney.com/en/articles/3620741-using-the-spending-plan-on-the-mobile-app

DocNads

Got it! I think the terms you are using are a bit confusing - for spending plan, you mean "extra money after all bills are paid", not a full spending plan. Thanks for the super quick reply!

UrsulaA

https://community.simplifimoney.com/discussion/comment/28946#Comment_28946

Yes, planned spending is "extra money after all bills are paid" - good way to think of it and explain it.