Transfers between accounts

Tom Hayden's Avatar

Tom Hayden

21 Nov, 2019 03:01 AM

I recently made a mistake and confirmed a lot of transactions that should have been merged with the proper account. Is there a way that I can return a confirmed transaction to unconfirmed status, so that I can correct my mistakes and merge the data. The majority of these transactions are transfers between accounts and between banks etc.

  1. 1 Posted by sth on 21 Nov, 2019 03:30 AM

    sth's Avatar

    I don't think so. The easiest way is to go to the backup that is made every time you quite MD and reopen that session again. Deleting the downloaded transaction may cause it to download again. It seems that some transactions will redownload if you merely delete them even after confirmation.

  2. 2 Posted by tom_hayden on 21 Nov, 2019 06:30 PM

    tom_hayden's Avatar

    Thank you for the response. I believe that you are correct, I could not find a way and I tried.

     

    Thanks Again.

     

    Tom

  3. Support Staff 3 Posted by Maddy on 21 Nov, 2019 06:47 PM

    Maddy's Avatar

    Hi Tom,

    We are sorry to hear about the problem you have encountered.

    To highlight the relevant transactions in the register, click on the first transaction, hold down SHIFT, then click on the last transaction, this will select multiple transactions, at once.
    To highlight non-contiguous transactions, hold down CTRL.
    Once the desired transactions are highlighted, right-click (CTRL-click for Mac) on any of them and from the resulting context menu, select Mark as Uncleared.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    --
    Maddy, Infinite Kind Support

  4. 4 Posted by tom_hayden on 26 Nov, 2019 08:57 PM

    tom_hayden's Avatar

    Hi Maddy, et al

     

    Thank you very much for the information, it worked. I do have 1 quick question. I am setting up asset account(s) such as Coin collection, another for Real Estate, Vehicles, Furnishings etc. These will be used to track assets for Insurance, and Net Worth. Can you tell me how to classify assets so that they impact Net worth only. Currently I built an account under income …That skewed my income and expense accounts skewed my expenses. I do not see another option in Moneydance. Can you help? If you have any samples that I could see would be most helpful, as I may be going about this all wrong. BTW, I searched the Moneydance user guide 2015 as well as the online knowledge base with no luck..

     

    Sincerely

     

    Tom Hayden

    999 Sarasota Lane

    Crystal Lake Il. 60014

  5. Support Staff 5 Posted by Maddy on 27 Nov, 2019 11:56 AM

    Maddy's Avatar

    Hi Tom,

    As an example, it might be worth seeing this article of the Knowledge Base.

    Also, Transfers between Accounts might clarify the principle behind it.

    Please let us know if you have further questions or need any more assistance.

    --
    Maddy, Infinite Kind Support

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