Premiums and Contributions not linked?
If you add a new premium (for e.g. £20K ISA contribution ) it does not automatically create a 'Contribution' entry in the Transactions section. Therefore if you filter by 'Contributions' in the Transaction section this will not give a full picture of all of the contributions made to that plan (you have to cross reference Premiums also if you want to see all the contribtutions made). Withdrawals from a plan are only viewable within the Transaction section so it doesnt quite make sense that you cant get a full picture of the ins and outs of a plan in the Transaction section. I have been informed that if you add a corresponding 'Contribution' to the Transaction section (in addition to the Premium created) then this effectively duplicates the contributions to the plan (£40K instead of just £20K). We have have just had our data transferred into Plannr and all Contributions and Withdrawals have only been added to the Transaction section so ideally we would want all new contributions to be shown in here going forward automatically. A new Premium should be treated the same as a new Contribution to a plan?
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Comments4
Sara Brown
Aug 27, 2025
Totally agree, this seems really confusing, why would you have two arears to show in vs out, so if we add a premium it doesn’t show in the transactions. We were hoping to use just the transaction part and input all contributions there, however you can’t add any initial charges onto transactions only to premiums it seems.
James Gillespie
Aug 14, 2025
Agree with this - could a button be added to the premiums to also add a transaction record?
Francois van der Merwe
Mar 21, 2025
I also find the references to Premiums for investment plans, and then “Contributions” under Transactions, as confusing and duplicative. There should be only one area for all in and outflows into investment plans - makes sense for me that it all lives in the Transactions section.
Sara Brown
Aug 27, 2025
How are you finding this now, we are new to Plannr and just experimenting at this stage to see what works for us. I prefer the transactions, but it seems you can’t add any initial fee and this can only be done in the premium.