Main > Bugs [Transfer option is not available with imported transactions]
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support
Administrator
Re:Transfer option is not available with imported transactions
You now have the ability to update an existing transaction and change it to a transfer transaction. Please see site updates for more information.
12/31/2008 05:50:37
support
Administrator
Re:Transfer option is not available with imported transactions
Thank you for the kind words. We're glad your enjoying the program and please let us know if you have any new ideas or come across any issues.
12/27/2008 13:39:14
pmartin4665
User
Re:Transfer option is not available with imported transactions
Thank you for your prompt reply! I'm quite impressed with Budget Tracker and its many features. I fumbled through Quicken's budget feature and never quite understood the benefit or usefulness of that application. I'm currently using your excellent application as well as evaluating You Need A Budget (YNAB) software (Excel spreadsheet). I really enjoy the user interface and the feature-rich components of Budget Tracker. It is quite eye-opening to have all the numbers (debts, accounts, savings, etc.) readily in front of you.
I just completed Dave Ramsey's Total Money Makeover and I was looking for an alternative to the Gazelle budgeting software included with the website membership and I wasn't quite sure I wanted to experiment with Mvelopes since it would access my accounts. I feel I made a wise choice in choosing your application!
Thank you for your attention to this matter.
Merry Christmas!
12/24/2008 13:27:22
support
Administrator
Re:Transfer option is not available with imported transactions
Thank you for the feedback. If you are importing a .QIF file, you should see an option to import any transaction as a transfer on the far right side of each transaction by clicking the checkbox. Otherwise, the Transfer option will only appear on new transactions not updates. When you record a transfer, the BudgetTracker system will create 2 transactions for you (one negative and one positive) into the accounts you've chosen. Once completed, these are entirely independent of each other. We'll look into tracking these 2 as tied transactions so updating one will automatically update the other amount. We can then add the option of being able to update a transaction to be converted to a transfer which will then create an additional transaction in your registry. For now, if you have a transaction recorded as a withdrawal, you can just create a new deposit transaction into the account you want it transferred to. We'll post a message once this feature has been implemented.
12/24/2008 12:46:27
pmartin4665
User
Transfer option is not available with imported transactions
Greetings: Per the "My Transactions" help under the "Type" category it states that "Selecting Withdrawal or Deposit will enter either a positive or negative amount. If Transfer is selected, you will be taken to a page where you can transfer funds from one account to another." The Transfer option doesn't appear . . . does this function not work or did I do something incorrectly? I imported my QIF file and accepted all the transactions. At what point should I be able to change the transaction to a transfer?
Thank you for your attention to this matter. I look forward to your reply.
