Savings goals contributions on 1st of month are credited to prior month.

ArkBuilder
ArkBuilder Member
edited May 2 in Troubleshooting

This keeps happening to me. I add to my savings goals on the 1st, and it applies to the prior month. This means the prior month ends up with more spending than income. Taking the money out of the savings doesn't credit it back to the prior month either — it doesn't undo the contribution completely. This was an issue last October, it happened to me in March and now April. I'm not sure if it's because March hasn't closed out completely, or if it's because of the 1st, or what. Frustrating.

https://community.simplifimoney.com/discussion/5513/contribution-to-savings-goals-are-being-credited-to-prior-month

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  • Coach Jon
    Coach Jon Moderator admin
    edited April 2

    Hello @ArkBuilder,

    Thanks for reaching out! I would suggest signing out and back into Quicken Simplifi and trying to contribute to the Savings Goal again. Let us know how that goes for you!

    Thanks,

    Coach Jon

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