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[Bug]: Transfer category between Off Budget and Budget #765
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Reference: github-starred/actual#765
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Originally created by @pogora on GitHub (Nov 26, 2023).
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What happened?
When transferring money between Budget accounts the category is automatically set to Transfer.
Transferring money from an Non-Budget account (i.e. Savings, Daily Savings) to a Budget account (i.e. Checking) does not set any category and warns that there are "x uncategorized transactions".
I could not find any mention of this in the help. Furthermore adding a category for this seem counterproductive since it would show up in the budget report.
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Docker
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@kymckay commented on GitHub (Nov 26, 2023):
Hey there, this is expected behaviour. Money which is moving in or out of your budget pool needs to be attributed to a category (this is the same principal as regular transactions in / out of your budget).
But perhaps this is signal that it's something which needs to be more clear in the documentation.
@pogora commented on GitHub (Nov 30, 2023):
Yes. It would be good if the documentation mentioned this preferably here:
https://actualbudget.org/docs/transactions/transfers
Although today I found a mention here at the bottom:
https://actualbudget.org/docs/budgeting/categories