Debt Planner Payment Categorization Question

Why doesn’t the debt planner recognize when the the account is paid? Half the accounts are not populating the current month actuals. I have the description, tag, and category identical to the account name and the transactions are still not transferring to the debt planner sheet. What column is this supposed to read from?

IIRC, the debt planner trips when money gets put into the account, not when you pay it (from another account).
What I do is have two categories, one for the bill, so for example Chase CC, then I have another one called Debt Payment Received.
When I pay the bill, it’s Chase CC and when it is received, it’s DPR.

1 Like

There is some more help here in the documentation, @esixx17. Let us know if you still have questions.

thank you this is working now!!!