An old problem that I thought I was previously comfortable with.
I have made a withdrawal from a brokerage account for a newly required IRA minimum distribution (RMD).
Say that is dated 4/1 for yukes. That's the date the FI produces on my download from their account.
I get the check on, say, 4/10, ten days later and wish to deposit it on a entry that is dated 4/10 in my savings account.
I'd like to assign the original FI account withdrawal to a new tax line category to easy track at tax time but ALSO would like to somehow link the check's eventually deposit to the subsequent savings account deposit so I can easily see what I did with the money. But I can't use a simply account transfer entry since the dates of the withdrawal and deposit won't match (nor will there be a category assigned).
If I assign the withdrawal as going to a fake cash account to maintain the date of the withdrawal to then move the "money" to the savings account ten days later to make the deposit date correct, I lose the ability to categorize it properly as well as clearly linking where the money came from and went.
What to do?? I do see why people somehow would like both a CATEGORY and an ACCOUNT to be in the same field.