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Contributor

I must be very inept, but I have gone in several times into the budgeting tool and set up a budget.  I have gone into my checking account and identified the transactions by the same categories in my budget.  I assumed that as I spent money on my identified categories (mortgage, groceries, utilities, etc.) that my budget tool would recognize them and subtract them.  Strangely, the budget tool doesn't show me spending a dime, though when I went to set up the categories, it seemed to know how much I spend.  What am I doing wrong?  I cannot find any instructions that say there is another step to take...???

2 REPLIES

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JHM2014,

Thank you for posting!

 

Have you made sure to have added your checking account to the budgeting tool? That can be done following these steps:

1. click on "edit budget"

step1.png

2.Click on "spending accounts to track"

real step 2.png

3. make sure you have added your checking account

 

step 2.png

 

Please let me know if this solves your problem!

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I followed your instructions.  All my accounts were already checked, but when I hit the save button, they actually seem to have linked.  Thank you so much.