Correcting Activity Total
I budgeted for a category then accidentally made a transfer payment (category not needed) towards it in my credit card account instead of just accounting for the charge once it posted to my statement. This caused an overage in the credit card account which I covered with the funds budgeted in the category. However now the payment is not reflected in the category activity. Having accurate activity and reports is important to me. How can I fix this without creating another problem?
Hi Powder Blue Tiger !
Ah, I see! First, go ahead and categorize that transaction to your Car Insurance category.
Then, go to your budget and move that money from your BofA Credit Card Payment category back into your Car Insurance category.
That should do it! 😊