Current budget does not include all accounts

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.

0

Comments

3 comments
  • Hi Dylan,

    Thanks so much for getting in touch. 

    I've sent you an email regarding this :)

    0
    Comment actions Permalink
  • Can I also get the info on this

     

    Thanks

    Danie

    0
    Comment actions Permalink
  • 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

    0
    Comment actions Permalink

Please sign in to leave a comment.