Recategorizing a "tracking" account to a "budget" account

We have a cash account with TD Ameritrade that was categorized as "tracking" when I linked it, but we made a payment from it toward a credit card. The transaction in the credit card account is not showing "No Category Needed" as it should.

How can I fix this? I tried drop and drag the account into "budget" but no dice.

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  • Categorize the transfer as To Be Budgeted. Any transaction crossing the budget boundary must be categorized.

    I don't think you should switch this to a budget account.

      • Amy
      • fadoozle
      • 6 mths ago
      • Reported - view

      dakinemaui just tried it. Thanks!

  • You do this because you're bringing funds into your budget that were previously outside your budget. Now you can categorize these new-to-your-budget funds.

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  • 6 mths agoLast active
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