- Was everything posted for the month prior to running FACTS? Example: If you run Facts at 8:30 am on 1/31, anything else posted on 1/31 will have a FACTS confirmation date of 2/01.
- To prevent this, post everything for the month, then run FACTS as your last step for the month.
- Confirm your spending policy is set up correctly by reviewing these steps.
- Has there been a new investment account that has not been added to the FACTS pool? If so, follow these steps.
If the steps did not resolve your issue, contact support.