"Planned Spending" not recognizing transactions
In the Spending Plan, on the "Income after Bills" view, I can see transactions like my college savings payment (image #1). When I click on "Planned Spending", it says there are no transactions in that category (image #2). I looked at the series and it should be included in the planned spending. This is happening in several, not all, categories for my spending plan.
Comments
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The spending plan does not count items included as bills as planned spending to avoid double counting. If the transaction is a bill, it will show under the bills section, image one above. If the transaction is not part of a bill, it will display under planned spending.
More info below
Note: The Spending Plan is designed to not double-count transactions. For example, if you have a transaction that was linked to a Recurring Reminder, the transaction will be counted towards the Bills and Income section of the Spending Plan instead of a Planned Spending expense of the same Category. Learn more here!
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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Got it! I think the terms you are using are a bit confusing - for spending plan, you mean "extra money after all bills are paid", not a full spending plan. Thanks for the super quick reply!
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Yes, planned spending is "extra money after all bills are paid" - good way to think of it and explain it.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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