Read savings and debt activity

Step 1

Read gross savings deposits

Savings and Goals shows five thousand eight hundred twenty-five in gross deposits.

Gross deposits include incoming transfer legs. This period dashboard is not the savings account's lifetime balance.

Step 2

Gross withdrawals total two thousand in this sample.

Moving money between savings categories can appear on both sides without creating new income or spending.

Step 3

External net contributions are three thousand eight hundred twenty-five.

Internal savings movement is shown separately. These are selected-period movements, not forecasts or bank-confirmed interest.

Step 4

Debt and Loans separates amounts owed by you from amounts owed to you.

This sample adds ten thousand five hundred owed by you, and three thousand two hundred thirty owed to you.

Step 5

Repayments by you total two thousand five hundred.

Collections on money owed to you total six hundred. Their selected-period net changes are not lifetime outstanding balances.

Step 6

Filter Records to Transfer and inspect the source and destination categories.

One transfer can create two attributed account legs without becoming an ordinary expense. Clear the filter afterward.

Step 7

The Transfer category column preserves each destination, including the loan and money-lent categories.

This lets you trace both attributed legs back to one saved transfer. It does not turn the transfer into ordinary spending.