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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 2 months ago

Overview

Quicken Simplifi is designed to not double count transactions in the Spending Plan. This means that once a transaction is linked to a Recurring Reminder, it will be included in the Income after bills and savings section of the Spending Plan and will not be counted towards a Planned Spending expense that uses the same Category.

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

  • 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.

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