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How do I transfer a transaction from one account to another?

  
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Subject Author Date
How do I transfer a transaction from one account to another? Gary 10-09-2007
Posted by L on October 10, 2007, 2:35 pm
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> In trying to track down what may be a problem because of an unexpected
> problem with my net worth (see my post "How do I run Net Worth reports
> BY DAY?" or something very similar), I have found errors introduced in
> the one step update procedure. The current one is that a transaction
> that should have been placed in account A got placed in account B. I'd
> like to place it back in acount A.
>
> Is there an easier way than to write it down, erase it from account A,
> and manually enter it into account B?

My favorite method is to open the calendar, select the date of the
transaction, and edit the transaction from the calendar view. It opens a
window that allows you to select 'account' as well as category.



Posted by Jim Craig on October 11, 2007, 1:47 pm
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 Another way is to right click the transaction, select "Move Transaction
(s)", select the account you want to move it to, and click OK.

Jim

>> In trying to track down what may be a problem because of an unexpected
>> problem with my net worth (see my post "How do I run Net Worth reports
>> BY DAY?" or something very similar), I have found errors introduced in
>> the one step update procedure. The current one is that a transaction
>> that should have been placed in account A got placed in account B. I'd
>> like to place it back in acount A.
>>
>> Is there an easier way than to write it down, erase it from account A,
>> and manually enter it into account B?
>
> My favorite method is to open the calendar, select the date of the
> transaction, and edit the transaction from the calendar view. It opens a
> window that allows you to select 'account' as well as category.
>



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