Recurring transfer not showing up on following months.

SomberProfit

I have a credit transfer that I want to include in spending plans and reports. I have it set to occur every month; however, every following month shows the transfer as not included. Am I not doing something correct?

Coach Jon

Hello @SomberProfit,

Thanks for reaching out! Recurring Transfers do not show up in the Spending Plan and Reports by default. Here is a great article explaining how to get them to show up there: https://help.simplifimoney.com/en/articles/5142302-how-credit-card-payments-and-transfers-are-handled-in-the-spending-plan#h_962910c99a

Thanks,

Coach Jon