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Automatic Transfers

Oct 06, 2016 11:14AM EDT

I have an automatic transfer setup for Christmas. How do I put it so budget recognizes it and deducts it? I have tried labeling it and it wont work.

Best Answer

HelloWallet Support Answer

Oct 06, 2016 02:42PM EDT
HelloWallet Support

Make sure that you have a budget item set up for the automatic transfer and that it is being categorized correctly. To create a budget category, log into your HelloWallet account and follow these steps:

1. Click +Add Budget Item at the top of the Budget
2. Select the “Edit Category” from the drop-down list
3. Enter a Planned Amount and select a Frequency
4. Set a Start Date if this budget item should occur in the future; Set an End Date if you know that this budget item has a fixed end date
5. Click +Add and the item will now appear in your Budget

If you still are having issues, contact and they will be happy to help resolve this for you.

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