How to include transfers in the budget?

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ColW
Posts: 1
Joined: Tue Jan 15, 2013 11:54 am

How to include transfers in the budget?

Post by ColW »

Does anyone know how to make transfers appear in a budget? Example being I transfer money each week to pay my taxes, which are due quarterly each year, however the transfers aren't reflected on the budget report. Only income and expenses appear.
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RLebeau
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Location: California, USA
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Re: How to include transfers in the budget?

Post by RLebeau »

In a "Budget by ..." report, you can enable the "Include transfers" checkbox, but you will have to filter the report by individual Account to make transfers meaningful. If both accounts of a transfer are in the same report, the withdrawl from one account and the deposit into the other account will just cancel each other out.
Remy Lebeau
Lebeau Software

User of AceMoney since 2004.
GordM
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Joined: Mon Jan 07, 2013 5:58 pm

Re: How to include transfers in the budget?

Post by GordM »

RLebeau wrote:In a "Budget by ..." report, you can enable the "Include transfers" checkbox, but you will have to filter the report by individual Account to make transfers meaningful. If both accounts of a transfer are in the same report, the withdrawl from one account and the deposit into the other account will just cancel each other out.
The only way I have found around that is to make the transfer two transactions: withdrawal from one account and deposit to the other.
AceMoney user since before it was released to the public
AbrilReno
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Joined: Mon Apr 01, 2013 7:12 am
Location: 5801 N Houston Rosslyn Rd, Houston, TX 77091

Re: How to include transfers in the budget?

Post by AbrilReno »

I totally agree with Mr.Gordm. There is a possibility of making transaction of withdrawal and deposit.
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