Planned Spending Categories not showing correctly. (edited)

Coach Jon

Hello @makapuu,

Thanks for your patience while we worked to get this escalated for you. It is now reported, and we will post back with any updates, as they occur.

Thanks,

Coach Jon

SIMPL-20756

Hugaluga

I am trying to create an expense series and assign it to a parent category, but it repeatedly assigns it to one of the children categories. The system is very confused. Here is my specific example:

I have a parent category called housing with 2 sub categories called mortgage and HOA dues.

After I create an expense series for housing, the app changes the expense series to HOA dues. What's really odd is that it says HOA dues, but when I click on it - I am only showed the mortgage expense… HOA dues aren't even included.

I saw someone post another issue with parent categories on reddit about 6 months ago. It seems the system doesn't handle parent categories very well in the spending plan. This makes the whole spending plan feature unreliable and unusable for me.

Coach Jon

Hello @Hugaluga,

Thanks for reaching out! We have reported this issue to our product team. You can follow this post for any updates on the issue:

https://community.simplifimoney.com/discussion/comment/34515#Comment_34515

Thanks,

Coach Jon

DannyB

https://community.simplifimoney.com/discussion/9032/planned-spending-expense-category-bug

Hi @Hugaluga

Have you paid any HOA dues for this month? As @Coach Jon points out this is a known issue as far as the category that shows up in the "Sending in category" field. In all my Planned Spending categories using Parent category with sub-categories that I created has this same problem. But, all spending in all sub-categories are still included.

PedHubba

My "Fun Money" and "Personal Care/Health" categories are showing that they are tracking the subcategories "Cash/ATM" and "Dentist", respectively, although in practice they are actually tracking the correct main categories. My other categories are showing up correctly. This is more of a cosmetic issue but still bugs me a little. I've tried deleting the category series and re-creating them and have the same issue. Wondering if anyone else has had this problem. Can give more info if that helps.

MCStraight

Hi all - I am having the same issue as @Hugaluga. I have the parent category (Monthly Bills & Expenses) selected in the transactions view which shows this:

However, the spending plan section which is mapped to that same parent category shows this:

(some details have been removed)

Thank for your help.

Hugaluga

@DannyB - I actually have paid both this month and it's only showing the mortgage payment. Super odd.

I'm avoiding using the spending plan until this gets fixed. I'm just checking in on the dashboard spending categories.

Coach Natalie

@Hugaluga, @PedHubba, & @MCStraight, thanks for posting to the Community!

Since it sounds like you're all experiencing the display issue with your Planned Spending expense cards where the Expense Name is the Parent Category of the Subcategory that was selected during setup, we have already reported this to our product team. However, we haven't been able to reproduce the issue from our side, so it would be great to get some additional examples and logs added to the ticket. To do so, please provide the following data:

1. A screenshot of the problematic Planned Spending expense that shows the issue.
2. A screenshot of the setup for the Planned Spending expense showing that the Name displayed on the expense card is not the Name entered during setup, or showing that no Name was entered (you may need to delete and recreate the expense to properly show this part).
3. A screenshot of the corresponding Category(s) set up under Settings > Categories & tags.
4. Confirm whether the issue is also happening on the Quicken Simplifi Mobile App or not (if you use it).
5. The browser and browser version you're accessing the Quicken Simplifi Web App from.
6. The OS of the computer/device you're accessing the Quicken Simplifi Web App from.

Please also submit your logs via the 'Send Feedback' option:

1. Log into the Quicken Simplifi Web App.
2. Select Profile from the left-hand navigation bar.
3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback. 
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

Much appreciated!

-Coach Natalie

Hugaluga

Here are the requested screenshots and a bonus screenshot showing that it is properly categorized in the dashboard report.

The issue is happening on Windows 10 using Chrome version 124.0.6367.63

This issue is happening in the Simplifi Mobile app as well (IOS).

Housing Report.PNG

Housing Category Setup.PNG

Housing Error 2.PNG

Housing Error 1.PNG

Housing-Setup-Screenshot.PNG

Coach Natalie

@Hugaluga, thank you!

To clarify, since your 'HOA Dues' transaction is marked as Recurring, it will be counted toward the Bills & Income section of the Spending Plan and won't be counted toward the Planned Spending expense. However, you are definitely seeing the visual issue in the expense card, as it shows "1 transaction in: HOA Dues" at the bottom of the card, even though it's actually counting a transaction under 'Mortgage'. With that, I got you added to the ticket!

-Coach Natalie

PedHubba

@Coach Natalie

Screenshots are labeled based on the item below.

1. The screenshot I already posted of the issue I'm having with two of my categories.
2. I deleted my Fun Money category, selected the desired parent category, and then took a screenshot of the cosmetic issue still persisting.
3. Setup in settings.
4. The issue is happening on the mobile app too (iOS).
5. Firefox version 125.0.2 (64-bit)
6. MacOS Big Sur 11.7.10
7. Bonus: a screenshot of what I see if I try to edit the expense series telling me it's already being tracked.

Also submitted on the Feedback option on the web app. Thanks.

PS Expense Issue Bonus.png

PS Expense Issue 3.png

PS Expense Issue2-2.png

PS Expense Issue2.png

PS Expense Issue1.png

Coach Natalie

@PedHubba, thank you! I got you added to the ticket.

-Coach Natalie

Max1223

I am trying to create a new Planned Spending item.

• I select the entire Category, go through the set up flow
• After creating the Planned Spending item
• QS selects the first SUB category and not the entire Category

None of the other SUB categories are used in the Planned Spending this or future months.

Attempted on both mobile and desktop and incognito modes. IOS, Chrome and Mac OS latest versions.

Coach Natalie

@Max1223, thanks for reaching out to the Community!

It sounds like you're experiencing the issue that's being discussed here: [removed link to merged thread]

If so, please provide the info that's been requested in the other thread so we can add you to the ticket.

-Coach Natalie

Max1223

I am getting the same BUG as others.

I select a Category for a Planned Spend, but in the label, it does NOT list the category and it lists the first Subcategory.

I've tried this on mobile, desktop and Chrome and in incognito. Based on the comments above, its a bug.

Max1223

@Coach Natalie thanks, yes it is the same issue. I've commented there.

Coach Natalie

@Max1223, thanks for letting us know!

If you'd be willing, I'd like to get you added to the ticket for this issue as an additional example. To do so, I need the following data:

1. A screenshot of the problematic Planned Spending expense that shows the issue.
2. A screenshot of the setup for the Planned Spending expense, which can be obtained by opening the 'edit expense series' window.
3. A screenshot of the corresponding Category(s) set up under Settings > Categories & tags.
4. Confirm whether the issue is also happening on the Quicken Simplifi Mobile App or not (if you use it).
5. The browser and browser version you're accessing the Quicken Simplifi Web App from.
6. The OS of the computer/device you're accessing the Quicken Simplifi Web App from.

Please also submit your logs via the 'Send Feedback' option:

1. Log into the Quicken Simplifi Web App.
2. Select Profile from the left-hand navigation bar.
3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback. 
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

-Coach Natalie

Max1223

@Coach Natalie happy to do this, I will send you screen shots via DM

Coach Natalie

@Max1223, you've been added! Thank you!

-Coach Natalie

PedHubba

any update on this? I am still having the same issue.

Wedo778

I wasn't able to find an existing bug report about this, but I don't think its new. I just finished rearranging my spending categories so that I could put more in planned spending and its a lot more apparent now though.

Due to a lack of annual budgeting options, I've set things up so that I have a few top level categories I can track where spending in each subcategory may be sporadic but combined with rollovers the top level summary can be more level and predictable. However in the spending plan, alongside the name I give that planned item, it just lists the first subcategory in the group rather than the name of the top level category I've chosen.

As seen here, I have a main category of Food. It has several subcategories (fast food, groceries, restaurants). But the spending plan for some reason displays that this is all being done in the first alphabetical subcategory when I have chosen the main top level category to track.

Its tracking all of the categories properly, but displaying the wrong category name. Compounded, if I were to go to edit the series it will list that same subcategory as what is being tracked even though its actually tracking the top level category that I originally chose. And if I try to correct it, I get an error saying "this category is already tracked for future months".

UrsulaA

This issue is fixed for me. My parent categories show accurate transaction counts for all subcategories in the spending plan tiles.

Max1223

This is not fixed for me. I still see the labelling issue that @Wedo778 posted about.

Coach Jon

Hello @Max1223,

Thanks for letting us know! We are still working on this issue, and will continue to keep everyone updated going forward!

Thanks for your patience!

-Coach Jon

EricG301

No matter how many times I add and remove SHOPPING from planned spending, it adds this "gifts given" subcategory.

Screenshot 2024-08-16 at 11.15.43 AM.png

Coach Jon

Hello @EricG301,

Thanks for letting us know. We have merged your post here, where this issue has already been reported. You can follow along here for future updates that we will post here for this issue.

Thank you,

Coach Jon

Coach Natalie

Hey everyone! A fix for this issue can be expected with the 4.27.0 Web Release.

Thank you!

-Coach Natalie

shagazulu

As the OP, I say great news! Looking forward to diving back into this feature.

Coach Natalie

This issue should now be resolved!

-Coach Natalie