Greetings,
In my budget I set up an expense for "Roth IRA Automatic
Transfer" because I transfer an amount monthly from my
checking to my Roth IRA.
When I put in the checking register to transfer the
money, it shows up on my expense record (the page where I
see if I have to reallocate funds for going over my pre-
set budget limits) under the category "Special" and is
listed as "Transfer out of Account" (or something like
that.) So it shows I've spent money that was not
budgeted, and on the line where I *did* budget the money,
it shows I never actually spent it.
How do I get this transaction to show up where it needs
to (presumable under the budget category "Investment
Contribution" as the Roth IRA budgeted expense.)
Oh, one more thing. When I put this transaction into my
check register, it will only let me transfer the money to
Charles Schwab (Contributions) and not directly into the
SWMMX cash fund, so I when I go to "buy" more shares of
the SWMMX cash fund, it pays for it not out of
Contributions, but out of the SWMMX account itself
(meaning that account balance goes down and not up.) How
can I get this money into the SWMMX fund without a
problem?
Thanks!
Aloha Ange