Ignore internal transfers in the budget
realized
R
Remarkable Gazelle
If you show your budget with a personal account and a joint account, this includes transfers between the two accounts, which gives the impression of having spent twice as much money! I would have found it logical to ignore transfers between the accounts displayed so as not to have 1000 euros in expenses, 1000 euros in income displayed.
Camille LE MEUR
realized
Hello everyone, you can now categorize your internal transfers as such and hide your internal expenses in managing your budget.
Good day,
Camille
F
Forward Vicuna
And if not, we could add a type of expense that would be “savings” or “investment”, which would in fact allow not to be categorized as a traditional expense.
M
Maeva Courtois
Merged in a post:
Dissociate the activity in Helios from the rest of the transactions
W
Wenge Cobra
Good morning,
In the “Budget” menu, it would be nice to be able to separate expenses from revenues, and to be able to ensure that transfers between the current account and the future savings account are not considered as expenses.
Let me explain, on Helios I added €1000 from my previous bank, i.e. transfers:
30€+440€+30€+500€=+1000€
But in the end in the “Budget” menu I see for the month of:
May = 44.99€ of expenses
June = 1012.81€ of expenses
“Your expenses” = 1057.80€
I understand that it's all the activity on Helios, but when I know that I only got €16.81 out of Helios (purchase at Biocoop), I would like it to be only this (real) expense that was displayed.
But maybe I missed something and there was a menu that I didn't see?
Thanks in advance.
M
Maeva Courtois
planned
C
Cyan Frog
I have the same problem, the movements between current account and savings account appear as expenses (or credits), and so it is difficult to see what I actually spent during the month.