Moving Transactions to Different Account

dhuitema's Avatar

dhuitema

17 Sep, 2009 03:36 AM

The FAQ on this topic says to click on the Actions button in the transactions screen, then select "Show Other Side" from the resulting list.

That option does not appear on the list.

Is this an error in the list or FAQ .... or is there another Actions button I haven't found?

In any case, how can I move transactions to other accounts?

Thanks!

Dick

  1. 1 Posted by Ben Spencer on 17 Sep, 2009 06:47 PM

    Ben Spencer's Avatar

    Hi Dick

    I believe the faq on this topic is out of date.

    To move a transaction to another account right click on the transaction and select "Batch Change->Account" then select the account you want to move the transaction to. If you want to move more than one transaction in one go use ctrl-A to select all or shift select to select a range.

    Sincerely

    Ben Spencer

  2. 2 Posted by dhuitema on 17 Sep, 2009 11:19 PM

    dhuitema's Avatar

    Ben:

    Thanks! That does it!

    I'm surprise the faq is out of date; it was last revised in May...

    Knowledge Base: How do I move a transaction to a different account?

    A transaction can be moved from one account to another by taking the
    following steps: Select the transaction in the account from which the
    transaction will be moved. Double-click on it and select the
    "Actions" button at the bottom left corner of the transaction editor,
    and click "Show Other Side" from the list. (Or, right-click on the
    transaction and chose "Show Other Side" from the context menu.) A new
    window for the expense category will open with the "other side" of
    the transaction in edit mode. Change the account in the Category
    field to the bank, investment, or credit card account you want the
    transaction moved to. Press the "enter" key or click on "Record" to
    save the change. If the transaction has splits, the Category change
    will be made in the other expense accounts, too.

    SECTION:
    Frequently Asked Questions
    LAST UPDATED:
    May 02, 2009

    Cheers!!

    Dick

  3. 3 Posted by Ben Spencer on 17 Sep, 2009 11:25 PM

    Ben Spencer's Avatar

    Hi Dick

    I think the FAQ article must have been copied over from the old support site when we updated the site to the new support software. I have now updated the FAQ article. Thanks for bringing this to my attention.

    Sincerely

    Ben Spencer

  4. 4 Posted by dhuitema on 18 Sep, 2009 01:21 AM

    dhuitema's Avatar

    Ben:

    Many thanks!!

    Dick

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