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Planned Spending Expenses Versus Recurring Expenses
Planned Spending Expenses Versus Recurring Expenses

Learn about Planned Spending expenses versus Recurring expenses in the Spending Plan

Natalie avatar
Written by Natalie
Updated over a year ago

Since Quicken Simplifi is designed to not double count transactions in the Spending Plan, you won't see Recurring Transactions in a Planned Spending expense of the same Category. This means that once a transaction is linked to a Recurring Reminder, it will be included in the Bills and Income section of the Spending Plan and will not be counted towards a Planned Spending expense that uses the same Category.

  • For more details on linking transactions to Recurring Reminders, click here.

  • For more details on creating and using Recurring Transactions, click here.

  • For more details on using the Simplifi Spending Plan, click here.

Here's an example of how this would look in Quicken Simplifi:

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