Investment transactions not showing in Spending Plan

Hi there,
It seems that transactions from investment accounts do not show up in the spending plan. For example, interest received in a money market account.
Is there a way of showing this in the spending plan?



1 comment
  • Hi Toni,

    Thanks for getting in touch!

    Your Spending Plan tab will only display information from your day-to-day transactional accounts, such as cheque accounts and credit cards. Transactions on the likes of investment accounts won't appear there, but they will reflect on the Accounts tab and Transactions tab :)

    I hope this helps! Please let us know if you have any more questions regarding this.

    Comment actions Permalink

Please sign in to leave a comment.