Is it possible to mark a Transfer Transaction as Income via a Category
Hi All
I recently did some House Keeping to align my pension account drawdown with my bank. Essentially I created a reminder transaction that deducts money from one account (Pension) and transfers that amount to another account (Bank). The result of this is that to amount received into the bank account is uncategorised, and in fact becomes 'invisible' to the Income and Expense Graphs and Reports.
Is there any way to fix this so the the amount received into the bank account can be included in those reports as say Income?
Please attached.
Thank you.
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Income_Issue.png
68.6 KB
Income_Issue.png
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1 Posted by mhoggie on 24 Jul, 2024 12:30 PM
just a user,
You might try checking the box on your reports to show transfers to or from Non-Source Accounts.
That should pick up that activity.
Mike
2 Posted by David Charles P... on 24 Jul, 2024 07:19 PM
Dear mhoggie
Absolutely Spot - Thank you so much.
Kind Regards
David Potter