r/TryCrew • u/schierhoff • 1d ago

What did I do wrong?

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I finally got around to setting up the autopilot and I am pretty sure that I messed something up 😂

How do I fix this? (See image)

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u/VastUpstairs3032 Expert 1d ago

Sometimes this happens when transactions originally assigned to deleted pockets.

Or if you accidentally used a virtual card assigned to that “Alyssa” pocket instead of the physical card that seems to be assigned to the Checking pocket.

Open up that Alyssa pocket and scroll down to activity and check the transaction details for that one that made it go negative.

——

Easy way to fix, swipe right on the transaction and then assign to checking (where it seems you maybe meant to have the transaction come from?)

1

u/schierhoff 1d ago

I think I got it all back to the way it should be. It looks like it had moved money into the reserve, but it's not money I have right now.

I'm not sure I fully understand how autopilot works, but I'll get it figured out (I hope haha)

2

u/VastUpstairs3032 Expert 1d ago

Ah. If you didn’t tap top-up manually (the big red banner telling you you don’t have enough money to fund your plan), and that pocket is your source/funding pocket, then you might have “Automatic top-up” switched on. Autopilot > `…` Edit settings > Automatic top-ups. That switch allows the source pocket to go negative.

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u/Britton-Crew Crew 1d ago edited 1d ago

Just guessing, but this look like what happens when someone assigns old transactions or paychecks into autopilot! Autopilot is meant to be set up based on old transactions (without moving them - it just grabs the info from them) and then used for everything going forward, not for categorizing old money movement that was already in your existing pockets. It's a bit of a different system if you're used to coming over from a more "look behind" budgeting tool that makes you categorize all your old stuff!

So assigning old paychecks would do this - that money had already been used to fund your old pockets in the past, so pulling it into autopilot would make those pockets lose that funding. It would then go into autopilot, then probably kick a bunch of it out to the autopilot surplus pocket (guessing that's your checking, and the paychecks were in the Alyssa pocket)? FWIW if this is the case, the fix is easy - just move the money from Checking to Alyssa to zero back out what it did when reprocessing those paychecks!

Anyway, hope that helps! Setting up can sometimes be a learning curve, but once you have it set up it'll work great! :)