Why don't my transaction totals match the rows in the ledger?
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CounselPro leaves internal transfers out of money totals and insights because they net to zero, but still shows them as rows. That is why the totals look lower.
If you add up the amounts in the ledger by hand and the money-in and money-out totals at the top do not match, nothing is broken. CounselPro is leaving some rows out of the totals on purpose.
Why are internal transfers left out of the totals?
Because a transfer between the client's own accounts is not real income or spending. If a client moves $5,000 from checking to savings, that is $5,000 out of one account and $5,000 into the other. Counting both would inflate the picture, so CounselPro treats those internal transfers as netting to zero and leaves them out of the money-in and money-out totals, and out of your spending and income insights.
The transfers still appear as rows in the ledger, so you can see the movement. They just do not count toward the totals. That is the usual reason the sum of the rows looks bigger than the totals at the top.
Note
This is what keeps the numbers honest. A total that double-counts money a client shuffled between their own accounts would overstate both income and spending.
Why is a transaction I know exists not showing at all?
A row can be missing from the ledger for two reasons:
Its statement is still processing or failed. Only transactions from statements that finished successfully appear. If a statement is still working, check its status and wait for it to finish.
It was removed during reconciliation review. A row you removed while fixing a cycle is hidden from the ledger until you restore it.
If a transaction is genuinely missing from the source, that is a coverage question, not a ledger one. See how to check for gaps in statement coverage.
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