Spending Plans are not showing correct break down of bills and income

rdenove

Spending plans are not showing income correctly. All reminders are being classified into the bills section of the spending plan regardless of category classification. If I look up the reoccurring income, everything is fine however it presents in the spending plan as bills.

UrsulaA

Income is supposed to be listed under income after bills section on the first section. If your income is showing as a bill, check your recurring series setup and re-create it using an income category.

All bills and subscriptions are listed in the bills and subscriptions area of the spending plan regardless of category as designed.

All recurring items, including income, bills, subscriptions, and transfers affect cash flow of the source (example checking) and receiving account (example credit card)

See more about the spending plan below

https://help.simplifimoney.com/en/articles/4212702-using-the-quicken-simplifi-spending-plan#how-does-it-work

https://youtu.be/9SlyM2ubRrM?si=nBbe86R4uDF6czF-

See more about cash flow

https://help.simplifimoney.com/en/articles/3357429-using-projected-cash-flow

rdenove

I am being forced to recreate all of my income and subscriptions in order to get them correctly showing in the spending plan. This will fix it as I did one however it does explain why they did not work in the first place.

UrsulaA

https://community.simplifimoney.com/discussion/comment/30429#Comment_30429

There is a bug report about this, still being worked on. I recall posts about people creating a bill series, needing the series to be a subscription, and then being unable to switch the type. Deleting and recreating was the solution in the meantime.

https://community.simplifimoney.com/discussion/7534/some-subscriptions-displayed-in-the-spending-plan-bills-section