Is there a way to see category transfers?
I know I moved money into my clothing category mid-month, but I don't remember where I moved it FROM, and can't figure out how to find that. I am sure there's a reason why it "doesn't matter" in terms of budgeting the YNAB way, but I like to be able to see where I've "stolen" money from, whether it is another spending category or a savings category, etc. I find it odd that my savings category (which I know I moved money out of this month to cover a couple overspending episodes in other categories) shows no activity for the month (I guess because I didn't spend DIRECTLY from there, but I still moved money out and that should show).
It doesn't get tracked anywhere, because the moving of money is considered "rolling with the punches". YNAB only concerns itself with transactions where money enters or exits the budget or transfers between accounts.
If that information is important to you, you will have to track it yourself. I know some users do, maybe someone who does will have some suggestions for you.Reply
I've solved this by creating a on-budget account called Transfers Categories, Then a create a transaction of $0, then split it between 2 categories I'm moving money to. For example $200 output from Home Projects Fund and $200 input into Bathroom Home Improvement make a total of $0. I only do this when moving money from one of my saving fund or If need to move more then $200 from the buffer.Reply