Personal Finance (Not Investing) • Fidelity Full View

Those of you who are using Full View for expense tracking and budgeting, how are you categorizing transfers of cash from investment accounts into cash accounts (eg, checking), especially if you are retired/deaccumulation phase?

When I transfer cash from my brokerage to my checking account, Full View is categorizing it as "Income". What's best practice? Leave it categorized as "Income"? Or change the category to "Transfers" (which is ignored by the Full View Budgeting tool)? Or something else?

Statistics: Posted by techbud — Wed Jul 17, 2024 9:34 am — Replies 31 — Views 7144

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