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Include Transfer transactions (e.g. mortgage payments) in the Budget screen

Feature Requests

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1 vote

Include Transfer transactions (e.g. mortgage payments) in the Budget screen

Currently, transactions categorized as “Transfer” – such as automatic mortgage payments – are excluded from the Budget screen. This means large recurring expenses like mortgage payments are invisible in budget tracking, even though they are a significant monthly outflow.

It would be very useful to have the option to include specific Transfer-type transactions in the Budget screen, either by allowing users to recategorize them as a budget line item (e.g. “Mortgage Payment”) or by adding a dedicated budget category for transfers. This would give users a more complete picture of their monthly spending and help them plan more accurately.

Yuval Shuminer shared this idea

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