Budgeting Category Problem

mdeehl
Member ✭✭
I have an Investment account (UBS) that occur quarterly fees for category Financial Advisor Fee that never shows up on my Planning Budget. I have verified the proper category is populated in the investment transaction. However when I select my Planning Tab the financial advisor fee category shows no transaction. Why is the investment account UBS has a transaction value showing under Financial Advisor Fee but not displaying a value in the Planning Budget Financial Advisor Fee? Additionally the financial advisor fee transaction is displaying in my spending reports properly but not anyware in Planning and Budgets. Does anyone else has the same or similar problem?
0
This discussion has been closed.