Watchlist total doesn't match transaction total.

RockLee

The following watch list total of $770.59 does not match the transaction total $644.06. I'm confused.

UrsulaA

The watchlist total includes any pending transactions you have scheduled for this month as well under bills and payments.

Flopbot

@rocklee

Also, any splits can throw you off too. The calculation accurately ignores non-category Spending, BUT the numbers in the transaction list still display the full pre-split amount which is confusing…somewhere there’s an Idea Post about this.

Sorry for the bad handwriting, hopefully you can see it here. This watchlist has one (1) pending transaction and one (1) regular transaction - a split.

RockLee

@Flopbot Thanks for the suggestion! However, I rarely, if ever, split transactions.

@UrsulaA Ahh.. that adds up then. I see this in the docs now. It would be helpful if Simplifi had context help links on the pages, the common "?" icon.

UrsulaA

https://community.simplifimoney.com/discussion/comment/26161#Comment_26161

Agree - this item threw me off earlier too. Initially I thought I blew the money 😋