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Contributor

I've created a budget within the USAA website, but it isn't applying any of my spending towards the monthly total.  Does anyone know how to fix that?

2 REPLIES

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Hey there! Thanks for your post about our Money Manager. For assistance with this feature, please contact our support team at 800-531-8722. We are always happy to help troubleshoot. Thanks, Jen

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yes, set rules for your transactions. the budget picks up purchases based on their category, so if you shop at Walmart the default category is general merchandise, which probably doesn't match a budget category, once the transaction posts you can manually change the category to groceries and the budget will pick it up. if there is a place that should always be in a particular category you can set a rule based on description or amount and the budget will automatically pick them up in the future, you can even have it relabel the transactions. this is done from the box around the drop down menu to change the category. as an example you could change every check for $1000 to be identified as rent and placed in the housing category, or every payment to bob of any amount put in the home improvement category.