Appearance of category as goal vs scheduled transaction
If a category has a target and is also a scheduled transaction, what determines whether it appears as a target (blue "pie" icon when unmet) or a scheduled transaction (yellow "calendar" icon when unmet) in the budget view?
Hey JR ! The Available amount determines which icon is shown. If there is a Scheduled Transaction and a Target on one category:
- Calendar: The Available amount is lower than the amount needed for the upcoming transaction.
- Pie Chart: The Available amount covers the upcoming transaction, but the Target has not been met.
You can find more information on how the Colors and Icons in your Budget work here. Since you mentioned a "blue pie icon", it sounds like you may be using the Toolkit—so there will be variation, depending on what options you've enabled.