Categories with Internal Transfers
Hi, Is there a method of viewing an 'expense' category on 'Where my money is going' Pie chart for an internal transfer ? I have tried several methods but it appears to be coded as a non visible category in this particular instance
Situation
I have a regular current account and several cash savings accounts. Set up a monthly scheduled transfer from my current account to savings account via internal transfer with a category of 'Savings'. This is not showing up on the pie chart although it is a set up as an expense. I am aware that strictly speaking its not an expense as the money is just moved to an adjacent account with an internal transfer (And my money pot remains the same overall) and presume this by design. I would however would like some method of tracking my monthly savings proportion on 'Where my money is going' Pie chart as it is an outgoing payment despite not an actual expense
The only workaround i can see is setting up two scheduled transactions. One expense from my current account which goes out completely on Direct Debit with an associated similar Payee name and an expense category and then a second transaction Direct Debit income into my Savings account with a Income Category. This however seems to create problems with showing correctly on the pie chart when flipping between category and subcategory (And is a bit of a Kludge involving two separate transactions!)
Possibly as a solution (If code-able) on the dialogue window 'Add Transaction' when toggling 'transfer' option the top this shows a check box adjacent to Category for 'including in reports.
If i have missed something obvious, apologies
Question information
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- English Edit question
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- Solved
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- HomeBank Edit question
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- Solved by:
- Maxime DOYEN
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