It would be very helpful to add a “Transaction Type” to the data export (see the attached Excel file with the transaction type included). The transaction types (at a minimum) in the export would need to be Income, Expense, and Transfer (perhaps in future add other types). The logic would be as follows
- Income: any transaction categorized as income when selecting the bucket for the transaction
- Expense: as you have it currently designed, any transaction with a Bucket and Bucket Amount is an expense
- Transfer: anything else is a transfer