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Viewing Saving transfers in trends and budgets

Mar 27, 2016 03:11PM EDT


I need to be able to see my savings transfers in trends and budget views so I can calculate if there is any money left over per month. I have a hard time trying to find how to include savings/transfer categories in trends so I can see a per month cash flow of EVERYTHING.

Can someone help? Or is this not supported yet.


Best Answer

HelloWallet Support Answer

Mar 28, 2016 05:52PM EDT
HelloWallet Support

The trends page will let you separate by category, so if you look at the category of Transfers (or whatever category you may have set as a custom one for these transactions), that should give you the information you need. If you want it to only be these transfers (to the exclusion of any other transfer) you’d need to create a custom category (“Savings Transfers,” etc.).

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