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Under: Budgeting & Saving
Adding Cash Transactions
  • DanG1580
    I create a budget for taking cash from the ATM per pay period, for instance, $60 in cash. If I want to add cash transactions to indicate which "folders" I am spending with the cash, is this double counting the ATM withdrawal and the individual transactions deducted from that $60 in cash?
  • Feedback from LearnVest
    Hi DanG1580,

    As long as the box that says "this cash came from an ATM withdrawal" is checked, the cash will not be double counted.

    What will happen is that the amount of the individual transaction will be deducted from the total in the Cash/ATM folder and added to the total of the folder the transaction is in.

    Hope this helps!

    Becky
    LearnVest Dedicated Support Team
  • DanG1580
    I haven't looked to see the overall deducted amounts to see if it doesn't double count, but if I look at the folders for restaurants and bars for a purchase and cash atm, the cash atm folder was not reduced, as it still showed $60 in cash taken out, and it was not offset and reduced by around a $15 restaurant purchase. Were you stating that it is just deducted from the overall balance, not from the folder amounts themselves?
  • Feedback from LearnVest
    Hi DanG1580,

    Sorry you're having trouble with this! No, the amount should have been detracted from the folder total of your Cash/ATM folder.

    If you send in an email to feedback@learnvest.com, I would be happy to have our tech team take a look at this for you!

    Best,
    Becky

    LearnVest Dedicated Support Team
  • AlohaRose
    I'm having the same problem, I was hoping it was supposed to take the money out of the Cash/ATM folder when I had the box checked but it does not, should I send in an email too or is it going to be fixed when he does?
  • Feedback from LearnVest
    Hi @AlohaRose,

    Do send us in an email so we can make sure we look at your account specifically! We want to make sure that we can get this working for you.

    LearnVest Dedicated Support Team

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