Transfer "Type"

[coleskinner71]

I have a lot of transferring in and out from my main checking account that I select as TYPE: TRANSFER when I tag my transactions because they are (eventually) going to zero out - or should. They are neither income nor expense. I don’t see transfers on the monthly budget tab and while they are not technically a budget item per se they must be accounted for like everything else and I want to make sure they are zeroing out. Any thoughts - am I missing something?

[bentyre1]

Welcome,

The transfers not being on the budget sheet is by design. The best way I’ve heard of keeping up with them is a sheet called linked transfers that will give you the ability to match the debit with the credit in each account.

Linked Transfers

What is the goal of your workflow? What problem does it solve, or how does it help you? I’ve always wanted to be able to ‘link’ two transactions. Most notably, I like the idea for Transfers. I categorize all of my Transfers into “Transfer Out” (money leaves one account) and “Transfer In” (money arrives in another account). I used to use the tag “Match” next to each of the two when I found them both, which is useful when first reconciling, but after that, there is no way to see both transactions…