Main > Help [Mass transaction transfer between account]
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support
Administrator
Re:Mass transaction transfer between account
If you're importing both your credit card transactions and checking transactions, then you'll need to manually setup the transfers. Once imported, go to your credit card transactions and edit each payment and change the deposit to a "transfer from" and choose the "existing" link. We'll look into making this process easier so you can possibly update multiple transfers at once.
11/03/2011 21:42:23
al
User
Re:Mass transaction transfer between account
Further information regarding my query, immediately after importing a bank statement, there is an option called "transfer to" in each transaction entry, I would like this to show up even after selecting " saving" transaction list.
11/03/2011 20:01:10
al
User
Mass transaction transfer between account
I would like to know what is the quickest way to assign transactions for money transfer between 2 accounts, the transactions come from bank statement import.
I have set up 2 accounts, a "credit card" and a "checking" account, at the end of each month, I import the bank statement for each account. Each entry/transaction are un-assigned, when I come accross a payment/transfer from checking to credit card account, I realised its quite time consuming to do it, compare to assigning that to a particular category/subcategory.
I make regularly payments to pay off the credit card debt, and I need a quicker way to tag those assignments between 2 accounts.
