I did a search and didn’t see anything that seemed to fit my question. If there is something out there that I missed, my apologies, and could you point me in the right direction.
For any investment activity, I have just marked everything as “Investment” and left it at that. But, I have 2 annuities that provide us with part of our monthly income. When the data is pulled in from multiple sources, I have transactions for the sale of shares (from 3 index funds) as positive transactions and then fed tax withheld, state tax withheld, and money transferred to checking account as negative transactions. There is also a transaction showing the deposit to our checking account.
My question is, what is the best way to categorize these transactions?
I have attached a screenshot that shows an example of these transactions and what I am thinking for categories?
Thanks for pointing this link out to me. It makes a lot of sense and, yes, it does answer my question. I am expanding on it a little bit and will probably set things up with a little more detail. Please see below:
On an additional note, I have managed to combine data from Quicken, Excel, and Mint and pull all the data into Tiller for the last 6 years. I still have more clean-up to do, but I am getting there.
