"Transfer To" option to showing

I need to categorize my budgeted credit card payment as a transfer but I don't see the transfer to option in my drop down list.  What am I doing wrong?

- Both accounts are direct imported (checking & credit card) and I don't see the transfer option in either account.

- Even in my savings account, I tried creating a new transaction and selecting transfer as the category, but there's no transfer to set of choices.

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  • The transfer is in the Payee column, not the category column. Transfers between on-budget accounts do not have categories.

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  • To clarify: If you're thinking of the two separate options in YNAB4 (Add new transaction or Make transfer) you don't need that in nYNAB. Just choose Add transaction and then in the payee field select the account you want to transfer to.

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  • Sounds like you've gotten good answers here, so I'm going to mark this as answered. Please do let us know how it goes, Cyan Lobster !

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  • 2 yrs agoLast active
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