Better Transfer category

[Xiphe]

I regularly have this situation with my credit card:

1. I spend -100€ in December
2. On Dez 31th I receive a transaction of +100€ from my bank account
3. On the first of January I have the transaction of -100€ on my bank account

This leads to the balance of the transfer category being -100€ in December

It would be good if I could see that my transfers zero-out easily and have the transfer category be aware that it might be zeroed out within the next month

---

• Maybe add some hint when a offset might be on another account

[mmoole]

In this category the following occured with these transactions:

• 11.1. -600€
• 27.1. -600€
• 27.1. +600€
• Balance displays -1200€ for this month. But it should be -600€because of the transactions on 27.1. sum up to zero...🤓
  • or did I make a mistake there?

[Xiphe]

Hey @mmoole

So before 11.1. the balance had been 0€
Then you had two outgoing transactions of -600€ and one incoming of 600€
I agree that in that case the balance should be -600€

Could you check the balance of your Transfer category in MoneyMoney? If it also displays -1200€, then I assume you made a mistake (I for one often forget to create offsetting entries).

In general there is no special logic implemented in BudgetBudget for the transfer category so I hope this is not a bug because then it probably also affects all other categories 😬

[mmoole]

Many thanks for the fast reply, and: argh, I am sorry: I just tried to reproduce it again on a seperate account, and as it turned out, the transaction in question was on a new account that was not checked to be included in the budget 😇 So now everything is correct when having the new account included. 👍👍

[Xiphe]

Ah, what a gotcha! I now remember I had the same issue some time ago. That's actually something that a "Better Transfer category" could hint at.

Glad you got it working 👍