One issue I notice with full view is that it excludes any transaction from non-bank accounts. When a SS is deposited in your bank account, it shows up as an income, but if you deposit it in the brokerage account, it is not counted. In addition, investment income is also not counted, so for a retiree they appear to be perceptually overspending in their budget. In my opinion, the full view is ok for tracking spending but it's not that great as a budgeting tool.
Statistics: Posted by gavinsiu — Wed May 15, 2024 10:38 pm — Replies 795 — Views 164297