I do not see all of my monthly income. It is split between two accounts...can't figure a fix for it

TAG58
TAG58 Member
edited July 25 in Adding and Updating Accounts

What does Body is 4 characters too short mean?

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  • TAG58
    TAG58 Member

    forget that. What I want to know is how to see or add all of my monthly deposits. I can only see one account. I have two.

  • DannyB
    DannyB Superuser ✭✭✭✭✭
    https://community.simplifimoney.com/discussion/9555/i-do-not-see-all-of-my-monthly-income-it-is-split-between-two-accounts-cant-figure-a-fix-for-it

    Did this "Body is 4 characters too short" show up when you tried to post this question in the comment box? If so, there is a minimum number of characters required in the Comment box to create a post. Anyway…

    Are you splitting you deposits between two accounts at the same bank or accounts at two separate banks?

    If at the same bank when you went through the connect account process did both accounts show up and you selected both accounts but only one is actually showing up in QS?

    If one of the accounts is missing in QS after selecting it in the bank connect process, you will need to do some troubleshooting with one of the coaches.

    Danny
    Simplifi user since 01/22
    ”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • TAG58
    TAG58 Member

    Thank you Danny for the reply. I have two checking accounts with individual deposits going into both. The bank for the deposits I am looking for shows, but does not show the deposits. It could be that I started this after those deposits were made and will show up this coming month? Everything else shows up for that account (spending), but not the incoming funds.

  • DannyB
    DannyB Superuser ✭✭✭✭✭

    When you connected your accounts, back data did your bank download? i.e. 30 days, 60 days, 90 days?

    If your deposits were within the time frame of your downloaded data, they should show up. You can always add them manually to bring them into your Spending Plan and reports.

    The bank balance in the accounts list is what your bank reports every time the bank data is refreshed and is only affected in QS by Pending transactions dated for the current or future dates. The account balance will not be affected by transaction entries dated before the current day.

    Danny
    Simplifi user since 01/22
    ”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • Dan6912
    Dan6912 Member ✭

    Check for the check boxes that EXCLUDES the income from Spending Plan % and Reports %.

    The other day the App,     somehow, set most of my income sources to EXCLUDE which gave me a similar issue.

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