Auto Transfer Help (scheduled transaction)

Good morning. I am helping my friend setup his budget (yay!). He moved banks recently and in order to not have fees he needed to have an auto transfer setup in his savings account. He had 2 options and he chose the $1.00 a day M-F.  How do I set this up so his numbers are accurate on a daily basis without him having to manually transfer $1.00 every day from checking to savings within YNAB. He is not doing auto import of his accounts. I fear that if he has to manually move $1.00 every day he will not stick with YNAB. 

I thought about setting up a weekly transfer (scheduled transaction) of $5.00 in YNAB but then his balances would be off until every Friday. I don't see a way to pick days of the week in the daily option. 

Any ideas would be greatly appreciated. Thanks.

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  • Set up 5 transactions, each recurring weekly, one on M, one on T, etc. This will match the real world. All he has to do is clear them (select, clear all) each week or whenever he reconciles. 

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    • Move Light Sound Life Thank you! I should have thought of that. 馃檪

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  • What were the other options? That's a lot of transactions cluttering up both accounts.

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    • dakinemaui The other option was a larger amount on 1 day a month but he doesn't like that option. It would be easier in YNAB if he did though. 

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      • dakinemaui
      • dakinemaui
      • 9 days ago
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      Maroon Piccolo Could always transfer back the next day. 馃槈

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  • How about having a bank without fees? There are many out there that you can Google but some might be online only or mobile bank apps.

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