Write It Down

How to keep track of transfers

Hi! For example, I keep most of my money in the high yields savings account, but when I transfer money from that account to my checking account to help pay for credit cards and what not, how do I reflect that? Or is it a simply and update of the starting balance at the start of the month? Also, do you keep track of what is taken out of your paycheck for retirement- would you put that under investment ?
Carrie
Carrie
•
Apr 20, 2025
You can use the exclude category for transfers. It will not be included as income/expense. Starting balance is just used once when setting up the sheet. As for the retirement payments, I would just make my own category for it.
Larsen
Larsen
•
Apr 24, 2025

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