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The numbers in my Financial Passport do not add up
The numbers in my Financial Passport do not add up
Updated over 10 months ago

This is what happened!

  • I do not recognise the averages presented in my Financial Passport

  • My salary wasn’t detected as part of employment income but other income

  • My income and expense graph presents an abnormally high transaction

  • My “Transactions for discussion” insights aren’t accurate

Did you know

  • We do our best to detect internal transfers (i.e. transfers you make between your accounts, even across banks), and exclude these transactions from the Financial Passport. However,sometimes, it can happen that one transaction wasn’t detected as an internal transfer and it’ll be included in the Financial Passport, which would skew your income/ expense averages. We’re working hard to improve this over time, but feel free to contact us if you want to point it out to us.

  • The Financial Passport doesn’t use the transactions you recategorise to categorise your income and expenses. This is because the Financial Passport is a feature useful in a lending context, and this requires another type of categorisation. So even if you recategorised a transaction from other income to salary for example, the Financial Passport will still show it as other income.

Tip

  • You can double check your Income and Living and Lifestyle spend patterns in the ‘How You Spend’ Dashboard widget. This should correspond to the ‘Total income and expenses’ graph in your Financial Passport

  • If your employment income wasn’t detected, or a regular transfer appears as regular income, feel free to reach out to us to point it out, it’ll help us improve our machine learning models

Need more help? Raise a ticket

Please submit a support ticket to our helpful support staff if you believe there is a genuine issue. We'll try to return as soon as possible.

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