accounting for budgeted expense when money is coming from an investment account.

Robin's Avatar


26 Jan, 2018 11:13 PM

Hi, been using MD for years. First time trying out the budget tool. I have a big expense coming up in the spring. The money is coming from an investment acct. I'm going to transfer the $ to a bank account to be spent. In the budget for this year, I figured out how to create the budget item (the expense) and know it will show up in the expense total. I'm curious about how to account for the transfer. It's not really income from outside. I'm selling something I have and transferring its value to be spent elsewhere in my little financial universe. Should I create an income category for investment to bank transfers? And an expense when I send $ the other way? At the end of the year, I'm thinking, I'll see the big expense, but not a big source of income funding it. Seems like it will look out of balance. Or am I overthinking this?

I'd really like to understand how to make this look right on a balance sheet.


  1. System closed this discussion on 27 Apr, 2018 11:20 PM.

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