[EveryDollar] "Planned" amount does not add in, leaving the "Remaining" amount is incorrect.

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Randy Gauger
3 months ago In EveryDollar
"Planned" amount does not add in, leaving the "Remaining" amount is incorrect.

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Emily Roberts

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3 months ago

Hi there! It sounds like you're seeing a mismatch where the "Planned" amounts in your EveryDollar app aren't adding up correctly, which is causing the "Remaining" amount to show inaccurately. I’m happy to help you get this straightened out.

To get started, could you tell me a bit more about your budget setup? For example:
- Are you using the "Funds" feature or just standard categories in your budget?
- Have you recently adjusted your income or any planned amounts?
- Are the "Planned" amounts not adding up across all categories or just some of them?

Meanwhile, here’s a straightforward approach to troubleshoot and fix this:

1. Check for Funds Usage: The "Funds" feature can sometimes make the "Remaining" total confusing, because it reserves money for future use, which may not immediately show in your planned total. If you’re using Funds, you might want to either adjust or disable it temporarily to see if the totals align better.

2. Verify Planned Amounts Per Category: Sometimes a budget category might not have a planned amount set, or it might be entered incorrectly. On your Mac with OS X 10.15.7, open EveryDollar and tap on each category’s planned amount to ensure it’s what you expect. Adjust if necessary.

3. Check Income and Budget Balance: If your overall “Planned” expenses exceed your income, the app can show negative or incorrect "Remaining" amounts. You may need to adjust your income or reduce planned expenses to balance.

4. Sign Out and Back In: Occasionally signing out of your EveryDollar account and back in refreshes the sync and recalculates the amounts.

5. Update the EveryDollar App: Make sure your app is updated to the latest version available for macOS (via the App Store). Sometimes bugs like this are resolved in updates.

If you confirm more about your setup or any recent changes, I can guide you through specific steps to fix this!

Would you like me to walk you through checking any of these steps?

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