Having trouble with Goals and Contributions
Hi! Just recently switched over from Mint and choose this application for the budgeting features. Overall, the features are intuitive but I'm having an issue with Goals and Contributions. Specifically, there doesn't seem to be an easy way to show Contributions to my Brokerage account.
In real life, I automatically transfer $$ from my checking account to a Money Market account along with a Brokerage account. This schedule is monthly and I see the transactions as a transfer. I can see the deposit in the accounts listed as Money Market (as it shows up as savings). However, deposits in the Brokerage account do not show up. I only see the transfer.
For goals linked to my MM account, I can accurately link the deposit. But for the Brokerage, I am having trouble. If I choose the transfer, it treats it as a withdrawal. And I do not have visibility into the deposit (as far as I can tell).
Is there any suggestions? My goal is to aggregate how much I am saving into this asset or fund. And I also how to also aggregate other forms of income like dividend earnings into the said goal.