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I am missing transactions in my graphs
Updated over 10 months ago

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

  • fixed mortgage

  • variable mortgage

  • investment home loan

Personal Loans

  • Personal Loans

  • Student Loans

  • Line of Credits

  • P2P loans

Investment accounts

  • share accounts

Superannuation Accounts

  • All super accounts

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

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