Check account selection
If you notice that some of your transactions or budget data are missing from the Income & Expense report, it might be that not all relevant accounts are selected.
If you want to see all your transactions and budgets, ensure that all accounts are selected in the side panel, with a green tick beside them.
For more details on this, see: Selecting the account you'd like to view.
After updating the account selection, click SAVE CHANGES to update the selected report with the new account selection, or choose to +Add to your reports to save a new report with this account selection.
For more on Saved reports, see: Saved Income & Expense reports
Check the date range
If all relevant accounts are selected, check that the report's date range includes the dates on which the missing transactions occurred.
To change the date, click the date range in the toolbar and select a default value or enter a custom range from the drop-down menu.
Click SAVE CHANGES to update the selected report with the new date range, or choose to +Add to your reports to save a new report with the chosen date range.
For more on Saved reports, see: Saved Income & Expense reports
Check hidden categories
If all accounts are selected, but there are still categories missing, check that there are no hidden categories under the ‘Manage hidden categories’ section. Checking and restoring hidden categories:
- Choose the report you'd like to restore the category for, then click Manage hidden categories
- Untick any categories you'd like to restore, then click SAVE
- Click SAVE CHANGES to update the selected report with the new category selection, or choose to +Add to your reports to save a new report with this category selection.
For more on Saved reports, see: Saved Income & Expense reports
Note
The ‘Manage hidden categories’ option only shows when there are categories hidden. If you don’t see this option, you have no hidden categories on your selected report 🙌
Check transfer options
If all relevant accounts are selected and you notice a category is missing but not hidden, it may be because the category is set up as a transfer category. To include transfer categories, enable the ‘Include transfers’ option:
Click SAVE CHANGES to update the selected report with the new transfer option, or choose to +Add to your reports to save a new report with transfers included.
For more on Saved reports, see: Saved Income & Expense reports
For details on transfer categories in general, see: Dealing with transfers in PocketSmith