How to Read Transfers in the Spending Plan (edited)

suL33T
suL33T Member
edited April 2024 in Using the Spending Plan

Is it just me, or do the transfers read backwards? In the example in the attached, $583.33 is coming out of my "A - Sinking Fund" account and going to the "Roth IRA" account. If I'm reading it from left to right, it tells me that from my "Roth IRA" account, $583.33 is coming out and going into the "A - Sinking Fund" account instead. Is this by design?

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Best Answers

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    Answer ✓

    Yes, they show the category which is the opposite account. I might have created an idea post to change that, but i cannot locate it now (*I've been trying to sleep for over an hour and just grabbed the phone and here i am)


    Rob Wilkens

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    edited March 2024 Answer ✓

    Hello, here is the post @RobWilk was thinking off. Scroll up to vote.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

Answers

  • Haha thanks Rob, I hope development staff will see this post. Put down that phone!

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