transfers

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Joan B

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Aug 11, 2013, 4:32:34 PM8/11/13
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Hi, I usually just download my transactions from the bank and upload it to Savings.  So all my transfers are here. Is it possible to link the transfer to a different account?  Also, how do you delete a budget? I made 2 of the same year.  Thanks!

Joan

Yi Lin

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Aug 11, 2013, 5:14:26 PM8/11/13
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I do the same, unfortunately right now you have to create the other end of the transfer manually in the other account. To avoid this I try to enter transfers ahead of time, either using the Transfer button or as scheduled transaction, then the import will automatically match up. 

To delete a budge, just click the gear icon below the left sidebar, next to the plus button. 

On Aug 11, 2013, at 1:32 PM, Joan B <yellow...@gmail.com> wrote:

Hi, I usually just download my transactions from the bank and upload it to Savings.  So all my transfers are here. Is it possible to link the transfer to a different account?  Also, how do you delete a budget? I made 2 of the same year.  Thanks!

Joan

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Joan B

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Aug 13, 2013, 4:17:21 PM8/13/13
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Thanks for the great support! :)

Yi Lin

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Aug 13, 2013, 4:33:50 PM8/13/13
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Sure thing, glad I could help!


On Tue, Aug 13, 2013 at 1:17 PM, Joan B <yellow...@gmail.com> wrote:

Thanks for the great support! :)

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