Reckon Accounts Personal Range: Incorrect calculations on the Income YTD in the My Finances screen

Legacy KB ID: 3171

Question

Why does the "Income for the Year to date" graph only include the catagorised transactions?

Answer

The reason is because there are transactions that don't have any categories assigned. As a result, the balances don't match the figures displayed in Income YTD screen.

To fix this, assign a category to each transaction then the figures will match, or change the report preferences to include all categories.

Need further assistance? Reach out to us on our Community website: https://community.reckon.com/