Spidurman30
Level 1

Other Questions

Thank you. Note that SOME recurring transactions do show up, such Bills, Expenses, and Sales Receipts. I've been able to capture those. However, not all recurring transaction types show up AND for the transaction types that do show up, the actual account they are assigned to is disregarded and they are all either included or excluded regardless of which bank accounts you select to be included in the planner.