Planned Spending Auto-Refresh

nwbackpacker

Apologies if this is a dupe - could not quickly determine if there was an existing request for this.

When you go into Planned Spending (on the iOS app at least), you sometimes need to pull down to refresh it. Why can't it always be refreshed? Or at minimum refresh itself automatically if either new transactions have been downloaded, or a transaction has changed category, since the last refresh.

Example flow:

1. I go into Planned Spending and find a transaction that is not groceries.
2. I change that transaction to what it should be.
3. The Planned Spending looks the same, which confuses me.
4. I pull down to Refresh and it's fixed.

New flow:

1. I go into Planned Spending and find a transaction that is not groceries.
2. I change that transaction to what it should be.
3. The Planned Spending is immediately updated to reflect the change.

Thanks!

UrsulaA

This sounds more like a bug in the mobile app. I experience the same behavior on Android, I have to refresh the screen and sometimes log out and log back in for the spending plan and planned spending to update.

On the web app using a browser (Microsoft Edge), the spending plan refreshes when I change transaction categories or with new transactions.

Coach Jon

Hello @nwbackpacker and @UrsulaA,

Thank You for posting to the community! We were unable to replicate the behavior on our side for this issue. I would suggest uninstalling and reinstalling the mobile application and trying again, as it should be updated automatically without the need to refresh as soon as you update the transaction.

Thanks,

Coach Jon

UrsulaA

Thanks @Coach Jon - I have not experienced the behavior recently. I am set.