Balance Adjustment Uncategorized

Paddy
Paddy Member ✭✭
edited August 2022 in Budgeting and Planning Tools (Windows)
How do I categorize a balance adjustment? When I go to spending it shows up as uncategorized. I am not sure why.

Answers

  • [Deleted User]
    [Deleted User] ✭✭
    A balance adjustment can be done in several ways depending on the type of account and if it a cash or share balance adjustment.  Please give more details so we can better help you.
  • Paddy
    Paddy Member ✭✭
    @damian I am trying to find a category to put the balance adjustment that won't affect spending. If I can't, what category do I put a balance adjustment into so that when I go to the spending tab, it doesn't show "1 Uncategorized Transaction/"
  • Paddy
    Paddy Member ✭✭
    @Damian I did a transfer back into the same account.
  • [Deleted User]
    [Deleted User] ✭✭
    edited July 2022
    @paddy - the transfer back into the same account is the correct thing to do. 
  • Valderi
    Valderi Quicken Canada Subscription Member ✭✭✭✭
    A transfer back into the same account is what I do and it works well.
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