How to Read Transfers in the Spending Plan (edited)

suL33T
suL33T Member
edited April 3 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 3 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

  • suL33T
    suL33T Member

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

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