Spending plan expenses disappeared (edited)

Ruonline
Ruonline Member
edited November 21 in Using the Spending Plan

I set up all my expenses with in the spending plan and Simplifi revert back to the first two I set up on day one. Is this a common issue

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  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    Hi @Ruonline . Welcome to the Simplify Community. Could you be a bit more specific about the problem you are having.

    When you set up the Spending Plan, you can create recurring items that show up in Bills or Income. In the Planned Spending, you can set a limit for categories that you want to keep up with.

    I will take a stab at this and guess that you have set up some Planned Spending limits that keep reverting to old settings? the usual fix for that is to delete the Planned Spend categories that are acting up and recreate them.

    If my guess is wrong, please reply with more information. Good luck.

    In the meantime, here is a support article on the Spending Plan:

    https://support.simplifi.quicken.com/en/articles/4212702-understanding-your-spending-plan

    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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