Watchlist total doesn't match transaction total.

RockLee
RockLee Member ✭✭✭✭
edited February 15 in Using Watchlists

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

Tagged:

Best Answer

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    Answer ✓

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

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

Answers

  • Flopbot
    Flopbot Superuser, Beta Tester ✭✭✭✭✭

    @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.

    Chris
    Spreadsheet user since forever.
    Quicken Desktop user since 2014.
    Quicken Simplifi user since 2021.

  • RockLee
    RockLee Member ✭✭✭✭

    @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
    UrsulaA Superuser ✭✭✭✭

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

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

This discussion has been closed.