This is what happened!
You have successfully linked your account
Your accounts have be synced and up to date
You are missing some transaction in your the “expense” area (Expense tab)
Did you know
In a personal finance manager, double-entry accounting is used to keep track of a person's income and expenses. When a transaction takes place, it is recorded in two different accounts to show both the debit and credit effects.
For example, if a person transfers money from their savings account to their bank/transaction account, the debit effect would be recorded in the "Savings" account and the credit effect would be recorded in the "Bank/Transaction" account.
Having both sides of the transfer helps to accurately track the movement of funds within the individual's financial accounts and provides a clear picture of their overall financial situation.
However, it does make it hard to track when:
You have saved money
You have paid debt
We have tried to remove the complexity of the double-entry by removing certain categories from your graphs. This means you can see where your money is going without the confusion of seeing more sides of your transaction
Here is a list of accounts you WILL NOT see in your graphs.
Account Type | Includes |
Mortgages |
|
Personal Loans
|
|
Investment accounts
|
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Superannuation Accounts
|
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Here are a few tips to help you resolve your issue:
1. Check the transactions do not belong to the following account types
Does your transaction belong to the account types above?
If so, we do not support these accounts in your graphs right now.
We are looking to add this functionality in July 2023
2. Is the transaction excluded?
Is your transactions excluded?
We do not show excluded transactions in your graphs, search for the transaction and select to include in your insights.
Raise a Help ticket for more support
What you will need to help a quick investigation of your problem.
The email you signed up with (if you don’t provide this we can not help you)
Screenshots (very important)
Transactions amount and dates (very important)
We will endeavour to get back asap