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Move transactions between accounts

• Edit

Keith

04 Oct, 2023 08:32 PM

1) Hi, I'm trying out Moneydance and imported my Quicken data successfully. However, there are "extra" accounts now with an "x" at the end. I need to move those transactions to the primary account. Couldn't figure out how to do that.

2) Also, When entering a transaction, the "Category" field is not wide enough to show the entire number. I'm left guessing which category it is. Is there a way to expand that field?

This discussion was closed! See this FAQ for more information:

1. Transfers between Accounts

   Often, you'll need to transfer funds between your accounts.

   You may be transferring funds from a checking account to a savings account.
   Or you may be making a payment from a checking account to a credit card.
    

   To do this, you should enter the transaction details as normal.
   Then enter the “other” account in the Category field of the transaction.
    

   When you select the Category field of a transactio...

   See more..

1. 1 Posted by dwg on 04 Oct, 2023 08:47 PM

   

   I'm a fellow user.

   This is my take on your questions

   1. Select one or more transactions, the method to select multiple transactions is the standard way it is done on you operating system. Right click and select "Batch Change" then select Account you can then select the account to move the transactions to.

   2. Go to the header line in the register, you should be able to left click on the dividing line between the titles and hold the mouse button down then drag to make that column wider.

   • Edit

2. 2 Posted by Keith Watson on 06 Oct, 2023 09:31 PM

   

   Thank you for the response. I figured out one (1) issue after I emailed you.
   The other issue (2) resolved itself after I close and re-opened the program.

   ...keith
   ------------------------------------
   Keith Watson
   719.244.0789
   [email blocked]
   ________________________________

   • Edit

3. 3 Posted by ghostrider on 11 Oct, 2023 03:10 AM

   

   I tried right clicking on transactions and nothing would come up.

   • Edit

4. 4 Posted by dwg on 11 Oct, 2023 04:09 AM

   

   If i have a transactions register open and right click on any transaction I get a drop down menu with various options on it.

   Is this the process you are following.

   • Edit

5. 5 Posted by ghostrider on 11 Oct, 2023 04:12 AM

   

   Yes, but I closed and re-opened Moneydance and the right-click option
   worked. I wish I'd seen that before I deleted 100 transactions that have to
   be re-entered now. Such is life.

   Bruce

   I always wanted to be somebody, but now I realize I should have been more
   specific.Lily Tomlin

   From: dwg <[email blocked]>
   Sent: Tuesday, October 10, 2023 9:10 PM
   To: [email blocked]
   Subject: Re: Move transactions between accounts [Switching to Moneydance
   #23659]

   • Edit

6. Maddy closed this discussion on 11 Oct, 2023 11:18 AM.

7. Keith Watson re-opened this discussion on 14 Nov, 2023 07:58 PM

8. 6 Posted by Keith Watson on 14 Nov, 2023 07:58 PM

   

   Thanks Ghostrider,
   I was on a long out of state trip. Back now entering transactions. Went ahead and purchased the program.
   Now I get to enter a lot of transactions. Gonna see if it will link to my banks.
   Best Wishes.

   ...keith
   ------------------------------------
   Keith Watson
   719.244.0789
   [email blocked]
   ________________________________

   • Edit

9. System closed this discussion on 13 Feb, 2024 08:00 PM.