Drawdown from Capital to reflect in the Budget

MyronD

On maturity of a CD I want to drawdown from the Capital and show this amount in the Budget so that I can show a balanced budget.
I do a transaction in the investment register to show the transfer out of capital and interest into a bank account. I have created a Budget category for Capital that is drawn down, but how do I use this Capital Drawdown category that I have created.

Jim_Harman

In your budget, click on Manage Budget Categories at the top right. Select Transfers In and then select From [your investment account]. This will treat transfers from that account as income for budgeting purposes.

Jim_Harman

In your budget, click on Manage Budget Categories at the top right. Select Transfers In and then select From [your investment account]. This will treat transfers from that account as income for budgeting purposes.

MyronD

Thank you