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Troubleshooting: Interest rate/budget events not updating asset balance

Quick tip if you notice your interest rate or budget events not updating your assets balance on the Calendar.

Troubleshooting: Interest rate/budget events not updating asset balance

If you've added an interest rate, or a repeating budget to an asset you may notice that the 'current value' (that was set when the asset was added to PocketSmith) overrides any interest added to the balance, or any budget events, since the purchase or drawdown date.

To fix this you will need to delete the original value change blue flag event from the calendar.

  1. Head to the Calendar page and select the asset in the Calendar sidebar.
  1. Click on the blue flag event on the date the asset was added, and click Delete Balance
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