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Transfers

Dec 20, 2016 08:29PM EST

I cannot find where to view or edit transfers in the "plan" part of the budget.
I want to include transfers to IRA and 529 plans but can't locate where to do that.

Best Answer

HelloWallet Support Answer

Dec 21, 2016 02:17PM EST
Meaghan
HelloWallet Support

In HelloWallet’s transaction view of the Accounts page, you can search for transactions by date, month, amount, description, category or the transaction notes. Here is where you will be able to find the +Add Transaction feature as well as the ability to edit transactions. This article, https://support.hellowallet.com/customer/en/portal/articles/1245539-search-transactions, provides more detail on this. If you are still having trouble, please e-mail us at support@hellowallet.com.

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