Once Bountisphere automatically creates your Budget Plan, it’s important to take a few minutes to review your accounts and historical transactions. This process will help you ensure that your Budget Plan accurately reflects your recurring expenses.
Step 1: Review Historical Transactions
After your Budget Plan is generated, navigate to your linked accounts in Bountisphere. You’ll be able to see a list of your historical transactions. Click Previous on the accounts page to see them.
Step 2: Identify Recurring Transactions
Look through your past transactions for any that happen on a regular basis (e.g., monthly subscriptions, utility bills, or loan payments). If a transaction isn’t already marked as recurring, you’ll notice it won’t have the Green Circle with Arrows and Checkmark icon.
Step 3: Add the Recurring Transaction
To add a recurring transaction to your Budget Plan:
- Click on the Blue Arrow with Plus Sign next to the transaction.
- This will add it to your Budget Plan as a recurring transaction, ensuring it is included in your future forecasts.
By doing this, you’ll help Bountisphere more accurately track your regular expenses, making it easier to stay on top of your budget.
