Savings Goal transactions appearing as "Other" in Budget allocation piechart

  • 1
  • Problem
  • Updated 4 months ago
I have several long-term savings goals: travel fund, emergency savings fund, new vehicle fund, etc. I have been moving money from my unallocated funds to these goals envelopes. However, when I look at Budget Allocation, it puts these items under the "Other" category, and it makes up a huge chunk of my budget! Any way to have it be marked as "Savings" rather than lumped into an "Other" category??
Photo of Sarah Tisdale

Sarah Tisdale

  • 2 Posts
  • 0 Reply Likes

Posted 4 months ago

  • 1
Photo of Alex Park

Alex Park, Official Rep

  • 367 Posts
  • 71 Reply Likes
Hi Sarah,

You should be able to separate your Envelopes into intentional groupings using Envelope Groups. Try that out and see if that gets you the Envelope divisions on that Report you're looking for.

Hope that helps!