Recommendations on how to Categorize Bi-Monthly IRA Contributions

[heather]

Here are also a couple other existing threads on this subject:

How to Categorize and Group Roth IRA Transactions

Hello Brad, This is very helpful. I will put these suggestions to immediate use. Thanks so much!

How to categorize or incorporate IRA withdrawal in Tiller Budget

Hi @hall.thomas.e, I’ve included our official help guide on using the Transfer category that outlines what @randy means here. If you have both accounts linked to the same sheet so you see the outflow from the IRA to your checking account then you’d want to count that as a transfer. Does that help? Heather