Payment showing as a +

Tami07
Tami07 Member ✭
edited February 7 in Managing Your Transactions

A mortgage payment/bill showing as a + vs a payment/bill. I confirmed it is a payment. How can this be adjusted, please?

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  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @Tami07,

    Thank you for reaching out! To help troubleshoot, please provide more information:

    1. Is this impacting just one account, or multiple?
    2. What category is assigned to the transaction?
      1. If it's an income category, are you able to edit it to an appropriate expense category?
    3. Do you have a reminder for the payment/bill?
      1. If you do, did the downloaded transaction match with that reminder?
      2. If it didn't match to it, try manually matching it to see if that corrects the problem.

    I look forward to your response!

    -Coach Kristina

  • Tami07
    Tami07 Member ✭
    edited February 9

    Hi, Coach!

    1. Impacting 1 transaction
    2. see attachment
    3. I have a reminder set for this account and it won't match

    Thanks! Lots of challenges with duplicate and pending transactions this month also.

    Screenshot 2026-02-09 133225.png
  • Coach Jon
    Coach Jon Moderator admin

    Hello @Tami07,

    Thanks for the reply! It looks like from the screenshot you provided that the transaction is categorized as "Uncategorized". Making sure this is set to an Expense category should resolve the issue seen here. These specific categories may work for you here!

    image.png

    -Coach Jon

  • Tami07
    Tami07 Member ✭
    edited February 9

    Thanks, John. This is a recurring transaction - it is curious that this time the payment to the same company now shows as a +. It didn't fix the problem. It is still showing as a positive and I even linked it to the recurring bill. It's just frustrating always having to fix these types of errors.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @Tami07,

    Thank you for the update. What category is listed under the recurring series? Can you provide a screenshot? You can also edit the amount field for this specific transaction and remove the '+' symbol. Let us know how that goes!

    -Coach Jon

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