Non active accounts

dave_cox's Avatar


30 Jul, 2019 06:40 AM

I would like to have an account showing, but not be included in my personal balance. I know I can set an account as inactive, but then I can't make any transactions to this account if it's showing as inactive.

This is for a joint account that I hold where I make transactions to and need to see it's activity, but as it is joint money, I do not want it included in my personal balance.

Is there some way I can achieve this?

  1. 1 Posted by dwg on 30 Jul, 2019 08:46 AM

    dwg's Avatar

    I'm a fellow user.

    You can post transactions in inactive accounts, I routinely do this.

  2. 2 Posted by dave_cox on 30 Jul, 2019 08:50 AM

    dave_cox's Avatar

    I know I can make transactions in the account, but I can't make a transfer from an active account to an inactive account, which I do monthly as part of my housekeeping.

    What I will need to do is make the account active, make the transaction and them put the account back to inactive.

    A little tiresome but it's only a few times a month!

  3. 3 Posted by dwg on 30 Jul, 2019 10:10 AM

    dwg's Avatar

    There are two ways around this.

    1. Duplicate an existing transfer and change any desired details.

    2. Perform the transfer while in the inactive account.

  4. 4 Posted by dave_cox on 30 Jul, 2019 10:16 AM

    dave_cox's Avatar

    Two good workarounds, thank you

  5. System closed this discussion on 29 Oct, 2019 10:20 AM.

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