Spending Plan not matching Spending by Month Report

Christaaay
Christaaay Member ✭✭✭
edited July 25 in Troubleshooting

My spending plan for May does not match my total spending as reelected on the Spending by Month Report. The spending plan shows bills: $216.22, subscriptions: $16.77, transfers: $0, savings goals: $0, planned spending: $0, other spending: $2899.22 whereas the report shows a total of $5641.07. I would expect the spending plan to add up to the same amount as all of my transactions for the month.

What's wrong with Spending Plan? What's the fix? Everytime I've tried to use this feature it always has some glaring issue I don't have time to figure out.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @Christaaay,

    Thanks for reaching out! To help clarify your situation, can you let us know if you are excluding any transactions from the Spending Plan? Additionally, are you using any rollovers? If you could provide screenshots showing the differences between the report and the spending plan, this would help as well!

    Thanks,

    Coach Jon

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