Typically, the sum of the individual items listed in Investments & Savings should match the total amount reported. If they don’t, here are a few things to check:
- Missing or Duplicate Entries – Ensure each item has been recorded correctly.
- Rounding Differences – Sometimes, small rounding discrepancies can cause minor mismatches.
- Categorization Issues – Double-check whether any items were accidentally left out or categorized elsewhere.
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