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My spending target totals are incorrect in the Alliant Budget and Planning Tool. Why is this?

If you are having issues with your Budget, please check these common causes before contacting support:

  1. Confirm the accounts being tracked are within your spending target. If only your savings account is selected, but the transactions you want factored into your spending target are coming from your checking account, the Budget will not reflect those transactions until both accounts are selected.
  2. If you are using tags with two or more words, such as "Dining Out", you need to track this tag using the exact format, including spaces. For example, tracking transactions listed as "Diningout" will not reflect in a budget looking for tags marked as "Dining Out."

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