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?

2replies Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
  • Transfer it to the tracking accounts

    Like 1
  • 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.

Like Follow
  • 1 mth agoLast active
  • 2Replies
  • 73Views
  • 3 Following