Thank you for the feedback. Yes, we have it on our todo list to add a "more options..." link on the New Transaction page so that you only see the basic fields (payee,amount,account, and category) and then having the link show/hide the additional optional fields.
03/03/2016 12:11:24
ozhsv
User
Re:Cant find transaction
Thanks, I've fixed it with your help. I'm thinking though there are maybe too many options available with this program in that if you overlook checking a box or selecting a drop down option it messes things up. It may be worth looking at maybe making things a little bit more simplistic? This would then require a few more steps to update something but would mean less chance of making a mistake. Then again maybe I just need to watch what I'm doing & make sure all fields are filled correctly before hitting 'enter transaction' :)
03/03/2016 04:02:59
support
Administrator
Re:Cant find transaction
It looks like you were filtering on February but your transactions are for March. If you go to My Transaction, make sure your date range is March and you should see $200 transactions. It appears they may be in the wrong account though so to fix it, click the edit link on the withdrawal portion and choose a different from account. It also looks like you may have deleted the deposit transaction that was associated with this so to make an existing transaction a transfer, click the edit link and change the type from "Withdrawal" to "Transfer. Since this is a withdrawal transaction, you'll want to set the center dropdown to "To" and choose the account you want to transfer it to.
03/02/2016 16:03:15
ozhsv
User
Cant find transaction
Hi, I transferred $200 to my Gem Visa credit card but believe I may have messed up the transaction and may have incorrectly added it as 'from Visa to Savings a/c'. So I created a new transaction and when I went to add it it advised me I had a duplicate transaction and asked if I wanted to delete the new one (it would be good if I could instead select 'delete old one') so I said 'no' but I now cant seem to find the original transaction anywhere? Additionally, the $200 doesn't seem to have changed my visa balance at all?
