Planned Spending not counting transactions (edited)

kash80 · April 17

I have setup a spending plan that shows 0 amount every month even though the transaction has been tagged correctly within my account. Here are two examples - one for my mortgage payment and one for my life insurance payment. Both are categorized correctly, but spending plan shows 0 spent. Am I doing something wrong here? The other categories seem to be working fine.

DannyB · April 17

https://community.simplifimoney.com/discussion/8945/planned-spending-not-counting-transactions-edited

A quick question, do you have these payments set up as recurring bills also? If so, Quicken Simplifi won't count them towards a Planned Spending category.

This article will give you more info and insight:

https://help.simplifimoney.com/en/articles/5142441-planned-spending-expenses-versus-recurring-expenses

kash80 · April 18

https://community.simplifimoney.com/discussion/comment/34144#Comment_34144

Thanks, that helped.

Planned Spending not counting transactions (edited)

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