Transfers to accounts and the budget

[Thomas Baumgart]

Hello Joanne,

sorry for the delay. 

This is a tricky one. Transfers are usually not covered
by the budget process because they are not income nor expense.

Some users wanted to have payments to their loan-accounts
(principal) seen as expenses in the budget. This would probably
cover your use case. This feature is available in the current
development version of the project. Not knowing which version
and which operating system you are using it is hard to provide
more details how to get a hold of it.

Another feature that was developed in the meantime is to create
a budget report calculating a running sum. Say you budget $200
each month and only spent $180 in the first, then in the next
month you should see an adjusted budget of $220.

The second feature could also be of help when you simply budget
$200 on furniture but don't spend any of it at all. Hence you
would see $2400 at the end of the year and you can do some
Christmas shopping.

I hope that provides some thoughts. Let us know about your
computing environment and we may help you how to get an
updated version.

Thomas


On Samstag, 18. November 2023 20:20:28 CET Joanne Gosselin via KMyMoney wrote:

> Good Day,
> 
> I searched all over on your website and forum, but cannot find the answer. I am working on my 2024 family budget, I need some insigt.
> 
> To build my budget, I have spending categories and income as well. I also have transfers I will do into my different banking accounts.  All of this was set up since last year. I am using your app, since 2023.
> 
> I cannot find a way to have my income, spendings as well as my transfers in the colums of my 2024 budget report. I did check the box, but still, they do not appear.  Should I rewrite my transfers as spending categories? Same thing happens with my 2023 budget.
> 
> For example, lets say each month I am transfering $200 into an account to eventually buy some furniture, for example.  In my eyes this seems to beIt an expenses as well as a transfer.  It should appear somewhere.  I Believe that, at the end of the year I should be able to see $2400 transfered into my budget report...but, it does appears into my ledger. Should I ask for another kind of report?...I am not an accountant, so I am not sure...
> 
> Please help.
> 
> Thanks so much,
> 
> Joanne
> 
> 
> 
> 

-- 

Regards

Thomas Baumgart

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