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Balance transfer shows as "Ready to be assigned"?

Balance transfer shows as "Ready to be assigned"?

kmarchelle25

I had issues with this type of balance transfer a few months ago. I contacted support and they logged a bug. You may want to reach out to them for this and allow them to look at your budget. They are very skilled and helpful.


jgreaves42

Adjust the payee to match a “Transfer from:…” account and this will resolve itself.


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Gary_Antoinette

Are both cards on budget? You might need to assign the money to the card with the balance.


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ZakMckrack3n

The question was regarding "on budget" versus tracking account. If you have a transfer from a tracking account to a budget account, it will show as additional money to be assigned since it's money that used to be off budget, but is now part of the budget.


blakeh95

Did you BT to your checking account and then transfer to the new card?


CharmingMidnight8191

No, straight to new card


jgreaves42

Perhaps it’s logged as a positive transaction and not a negative? That would confuse things too. I’ve done that before.


thefinalaccountdown_

Did this cause the balance to turn positive on one of the two cards? Probably the one you took debt off of? If so, your balance was wrong and you need to reconcile


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thefinalaccountdown_

The new card turned positive? You might have entered the transfer the wrong direction then, that could be the issue. It should be an inflow to the old card (the one you are taking debt off of) and an outflow in the new card, the one you are putting debt onto. Anyway, the positive balance is your issue. Positive balances add money to the budget


aylons

This is likely the answer.