Schedule a Transfer from savings goal to an account

KennyGolub

I use savings goals a lot. I would like to schedule a transfer from a savings goal to my checking, but the calendar will only allow me to add a reminder as an expense and not into the deposit column.
What am I doing wrong ?

Thanks

Chris_QPW

Are you trying to do this with a transfer reminder?
I never use transfer reminders because they are so restrictive.

Instead use a Bill reminder where the "From account" is the savings goal, and the category is your checking account like [Checking].

KennyGolub

I tried that and it still shows as an expense in the calendar.

KennyGolub

Found it. Under income and transfers on the bills and income tab. Under add income reminder. Thanks.