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When transferring money between Budget accounts the category is automatically set to Transfer.
Transferring money from an Non-Budget account (i.e. Savings, Daily Savings) to a Budget account (i.e. Checking) does not set any category and warns that there are "x uncategorized transactions".
I could not find any mention of this in the help. Furthermore adding a category for this seem counterproductive since it would show up in the budget report.
What error did you receive?
No response
Where are you hosting Actual?
Docker
What browsers are you seeing the problem on?
No response
Operating System
None
The text was updated successfully, but these errors were encountered:
Hey there, this is expected behaviour. Money which is moving in or out of your budget pool needs to be attributed to a category (this is the same principal as regular transactions in / out of your budget).
But perhaps this is signal that it's something which needs to be more clear in the documentation.
We get lots of questions about transfers involving off budget accounts.
This will hopefully alleviate some of that confusion.
It was mentioned in
[actualbudget/#1979](actualbudget/actual#1979)
that the docs don't have a good description of this.
Verified issue does not already exist?
What happened?
When transferring money between Budget accounts the category is automatically set to Transfer.
Transferring money from an Non-Budget account (i.e. Savings, Daily Savings) to a Budget account (i.e. Checking) does not set any category and warns that there are "x uncategorized transactions".
I could not find any mention of this in the help. Furthermore adding a category for this seem counterproductive since it would show up in the budget report.
What error did you receive?
No response
Where are you hosting Actual?
Docker
What browsers are you seeing the problem on?
No response
Operating System
None
The text was updated successfully, but these errors were encountered: