Budget Report
I have created a budget report that includes TO TAX FUND 20xx Category. This account represents transfer to high yield savings account receiving automated transfer from paycheck. Funds earn higher interest until quarterly tax payments are due. This transfer does reflect on monthly budget report when only TO TAX FUND 20xx is chosen in budget criteria.
The four months when money is transferred back to operating account FROM TAX FUND 20xx Account to make quarter payments and TO TAX FUND 20xx are chosen in budget criteria to reflect both transfers TO and FROM TAX FUND 20xx during months in which quarterly payments are due, neither TO or FROM accounts are reflected on budget report.
Am I able to set up budget report to reflect both TO and FROM transfers?
Thank you