Beacon BudgetB
Beacon Budget
Dec 23

Credit card transactions not moving money into dedicated credit card expense

When I find a transaction from my credit card and set it to the bucket the expense is from, it's moving the money to my free to spend instead of my dedicated credit card bucket. This is with manual assignment of the bucket from transactions that were imported after I upgraded to the premium subscription. Two new transactions that synced after things were set up pulled from the buckets according to their rules and properly moved to the dedicated expense, but so far no manually tracked transactions are moving the money to the bucket.
CompletedCompleted

Completed
changed status toCompleted·Apr 3, 2026
Apr 3, 2026

Previously, when credit card integration was set up, only future transactions would be moved to the new credit card bucket. This has now been updated so that money will move to the credit card bucket when users edit the spending from for a previous transaction. So to move funds, users can go to a transaction: 1. Change the "Spending From" to a bucket with money it 2. Funds will move out of the bucket and into free to spend 3. Free to spend will also be reduced by the same amount as funds move to the CC bucket The existing credit card sync for new transactions is not affected.