Income - how to show ACH withdrawals only, not deposits.

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mjw

21 Oct, 2019 02:05 AM

I'm retired and on Linux version 2019.3 (1881) and would like to use both income and expense budgeting. I have the mixed intervals for expenses working well but so much for the income. It's picking up the SS and pensions amounts correctly but not my desired TD account transactions. On the first of each month I auto transfer (ACH) $1200 from my TD acct to my checking account. Naturally, the TD acct in MD then shows minus 1200 to account for the withdrawal. But then the budget also wants to show minus 1200. Since I want this amount to be treated as income in the MD budget, as a workaround I simply changed the MD budget amount to minus 1200 as well and that seems to work. But the problem comes when I receive other dividend amounts into that TD account during the month. They arrive as plus amounts in the TD acct and the the MD budget subtracts them from my workedaround budget amount of $1200. I don't want the MD budget to recognize any of those dividend deposits. Is this possible? For the time being I'm not using income numbers at all, just expenses.

  1. System closed this discussion on 20 Jan, 2020 02:10 AM.

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