Drawdown from Capital to reflect in the Budget

MyronD
Quicken Windows Subscription Member ✭✭
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.
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.
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Best Answer
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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.QWin Premier subscription0
Answers
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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.QWin Premier subscription0
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Thank you0
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