Savings budgeted, posted not being applied in budget report
Kathy P Kickert
Member ✭✭
HI All - I have a savings amount of $200 that goes to Fidelity on a monthly basis. It shows that the money is sent to Fidelity - I have it in my budget but when I review the month end it does not show that it has been paid. Is this because of how I have the amount sent to Fidelity from my bank? The ODD thing is that when I set things up - it showed that amount being paid in older months - but not since I started using this tool in Jan - the transactions look the same - I'm just not understanding why it doesn't look as if it was paid. Thanks
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Answers
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Thanks - that makes sense - I have it set up as an automatic withdrawal each month. Since it isn't a transfer between my checking and savings I would have thought it would show up more like a payment. I try to follow Dave Ramesey's "every dollar accounted for" practice - I need to show those are accounted for - just not sure the best way to do it other than remove them from my budget all together. Appreciatee your response!0
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