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chadclark

June 3rd

Great question! If you want to change the date your transactions start importing: 1. Click on the Accounts tab 2. Click on an account card 3. Click the three dots (•••) in the upper right corner 4. Under the Settings change the “Import Transactions Starting” date If you run into any problems or if you have questions please email us at support@moneywise.org
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dj

June 3rd

I did this now all my accounts seem to be confusing. It’s showing April and May transactions along with June. Can’t I get a new budget for June?
chadclark

June 4th

You will need to adjust the import transactions starting date for each of the institutions you have connected to June 1. If you are looking to plan and track your spending for a single month at a time we are releasing a new functionality in July to do just that! It will reset at the start of each month, but will also allow you to go back and see how you did in previous months.
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dj

June 4th

Thank you. One more question. Why is it when I have a bills schedule to find that it doesn’t show funded when the bill comes in. I have to go back and fund it and turn the schedule off or it shows it over funded.
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