Spending plan changes reverting to older values

Jacktheripper
Jacktheripper Member
edited August 1 in Troubleshooting

At the start of the month, I make changes to the spending plan to reflect the new month’s expected changes. When I come back to Simplifi later, I find that all my spending plan changes have reverted back to last month’s values. This is frustrating. I see older threads on the topic but it is clear this is a bug that hasn’t been fixed. I’ve tried to make changes on both the iPhone app and a Chrome browser on a computer.

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Comments

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    Yes, this happens to me sometimes. It will usually stick after a while.

    One workaround I use is to edit the series to what you want it to be this month. Of course, that changes all future months but that doesn't matter so much if, like you and me, we tweak it monthly anyhow.

    I will say that I tend to tweak it more toward the end of the month rather than the beginning.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

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