Spending plan discrepancy persists?
This was a known issue that was marked resolved today, but even after an app update, the spending plan does not match between the Dashboard card and the Spending Plan page. I think it may be an issue with savings goals; I have completed a savings goal, but the spending plan page seems to still expect me to contribute this month’s full amount. The dashboard card seems to be correct.
Best Answers
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@Erin, thanks for reaching out to the Community!
Do you see the same issue on the Quicken Simplifi Web App as well? If not, I'd suggest signing out and back into the Mobile App, or even uninstalling/reinstalling it to see if that clears things up for you.
Let us know how it goes!
-Coach Natalie
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@Coach Natalie Signing out and back in worked! Thank you!
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@DannyB do you have any completed savings goals? I think that’s the source of the discrepancy in mine. The card is correct, but when I click on it to get into the spending plan, the amount there is not taking the savings goal into account.
This is only in the app; the web version is correct.1 -
@Erin I hope following Coach Natalie's suggestions fix the discrepancy.
I do have a number of completed savings goals, but I don't hold on to them. Once completed and the funds are spent, I delete them.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0
