Troubleshoot Missing / Duplicate Transactions

The Transactions tab of RightCapital's Budget Analysis is where the individual transactions feeding into the client plan can be viewed and managed. If some transactions appear to be missing or duplicated within this area, you can follow the troubleshoothing steps listed below.

The budget analysis can be found within the Dashboard > Budget tab of each client plan:

Don't see any information in the Dashboard > Budget Tab?

In order to utilize the budget analysis, clients must be invited to access their Client Portal, and must use account aggregation to link at least one bank account or credit card to the plan that is feeding in transactions.

To learn more, click here.

Missing Transactions

If it appears that one or more transactions are missing from a client's budget analysis, the first thing to check is the 'Other' category within the Transactions tab. This can be done using the second dropdown menu at the top of the page:

Any transactions that have been automatically categorized as Transfers will be sorted into the 'Other' category, separate from the rest of the client's income and expenses. This can include things like Venmo and Zelle payments, credit card balance payments, and transfers between bank accounts. Any transactions that may have inadvertently been Excluded from budget will also appear under 'Other'.

In many cases, transactions that appear to be missing may be located within the 'Other' category. If this is the case, you can recategorize these transactions to remove them from 'Other' and ensure that they are included with the rest of the client's income or expenses.

In addition to checking the 'Other' category, you can also try searching for transactions by name, or using the 'Custom' timing option to locate transactions from a specific time period. If you are still unable to locate missing transactions, you can reach out to our support team for further assistance.

Duplicate Transactions

If it appears that one or more transactions are duplicated within a client's budget analysis, the first thing to check is that the same account is not linked twice within the plan. This can be done using the first dropdown menu at the top of the Transactions page:

In many cases, duplicate transactions are caused by the client inadvertently linking the same bank account or credit card twice within the plan. You can also check the Net Worth section of the Profile for duplicate accounts, by clicking into the Bank and Card sections on the left side of the page:

If you aren't able to spot any duplicate linked accounts within the plan, or if you aren't certain whether two accounts are pulling in the same transactions, you can reach out to our support team for further assistance.