Budget with direct transfer Re: Best practice: Budgeting with savings / part of income.

[Thomas Baumgart]

Hi Tobias,

On Dienstag, 10. Oktober 2017 15:39:45 CEST Tobias Pankrath wrote:

> > Message: 3
> > Date: Tue, 10 Oct 2017 08:27:01 +0200
> > From: hugo borrell <hugoborrell at gmail.com>
> > To: "KMyMoney Users' mailing list" <kmymoney at kde.org>
> > Subject: Re: Best practice: Budgeting with savings / part of income.>

[...]

> Yes, I'd prefer to make a direct transfer instead of two separate
> transactions, but how do I create a budget for this use case?

I doubt that you can budget this scenario directly. KMyMoney's budget feature 
is about income and expense planning. Moving funds from one of your accounts 
to another is not income nor expense in that sense.

One way you could try is to setup an expense category called 'Put aside' or 
similar and then budget that category. When time comes, you simply transfer 
the amount from one to another but not to the expense category. The only thing 
that this approach will not allow is to compare the budget vs. the actual 
saving going on.

Hope that helps.

Thomas


-- 

Regards

Thomas Baumgart

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