Support  »  FAQ  »

How do I manage transfers from/to savings accounts?

First of all, you need to declare your savings accounts in BudgetView, either by importing the corresponding transfactions, or by creating them manually in the "Accounts" view.

For each savings account, BudgetView creates two envelopes:

  • one envelope for transfers from your main accounts to this savings account
  • one envelope for transfers from this savings account to your main accounts

For instance, if your savings accounts is called "My savings", you will find two envelopes in the "Savings" block of the "Budget" view:

  • "From My savings"
  • "To My savings"

To categorize your transfer transactions, select the corresponding envelope in the "Savings" block of the "Categorization" view.