Current budget does not include all accounts

Dylan

October 11, 2017 09:08

Hi,

I'm trying to figure out why "Current Budget" only contains entries for 7 out of my 14 accounts.

The most important one that is missing is Easy Equities, as there are transactions for the current period (Bought stuff + investment fees) which are not reflecting and hence, it seems as if have not made any transactions to that effect.

This also reflects the spendometer, as there is no way to see the money I've used for investments and for fees related to these investments.

Thank you.

Comments

3 comments

Eric de Kock
October 11, 2017 09:27 (Edited October 11, 2017 09:30)

Hi Dylan,

Thanks so much for getting in touch.

I've sent you an email regarding this :)

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Danie
April 12, 2018 07:28

Can I also get the info on this

Thanks

Danie

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Adam 'Sven' Van Hagen
April 12, 2018 07:39

Hi Danie,

Your Budget will only ever display transactions from transactional accounts. This includes cheque, savings, and credit card accounts.

Transactions from loan, home-loan or investment accounts will not display in the Budget. However, these transactions can still be found on your profile, via the Transactions page.

I hope that this helps, but if you have any further questions you can contact us at thesvens@22seven.com

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