If you are having issues with your budget, take a look at these common causes:

  • Confirm the accounts being tracked within your Spending Target. If only your savings account is selected, but the transactions you want to be factored into your Spending Target are coming from your checking account, the Budget will not reflect those transactions until both accounts are selected.
  • If you are using tags with two or more words, such as ‘Dining Out,’ you need to track this tag using the exact format, including spaces. For example, tracking transactions listed as ‘Dining out’ will not reflect in a budget looking for tags marked as ‘Dining Out.’

If you need any further assistance managing your tags or budgets, feel free to contact one of our representatives via live chat, or call 800.347.9222