Converting Budget Accounts to Tracking Accounts
I've created a mess and I'm not sure how to fix it. When I set up my budget in December I didn't know about tracking accounts. I've moved several accounts from budget accounts to tracking accounts (closed the budget account and moved the money to the new tracking account). Now I have budget line items with money in tracking accounts. How do I remove that money from the budget without completely messing my budget more than it already is?
Hi jfoster !
To expand on this a bit more, when you transfer funds from a budget account to a tracking account, those funds are seen as leaving your budget - so the transaction will need to be categorized. Categorizing the transfer will remove the funds from the category you select.
Here's a quick Help Doc on entering transfers.