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Main > Help [How to import transaction as transfer]
support
Administrator
Re:How to import transaction as transfer
If your Account B transaction has already been recorded before the import, you'll want to import the Account A transaction as a regular withdrawal, then go to My Transactions and edit the transaction to assign it as a transfer. If your Account B transaction has not yet been created, you can check the transfer checkbox when importing your transactions and the Account B transaction will be created for you.
06/17/2014 01:13:29
Guest
User
How to import transaction as transfer
In OFX import, how to set a transaction as a transfer operation from account A (selected in import process) to account B?

As well, how to set an imported transaction record (uncategorized) as an transfer?

regards,
06/16/2014 20:48:33





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