Transfer transaction that doesn't budget correctly.

Stewart's Avatar


16 Apr, 2021 10:48 PM

I have a HELOC account. I need to do a transfer from HELOC back to my checking account. Moneydance won't let me do that. It still puts the category as my checking account, NOT my HELOC account. I put my HELOC account as the category, but it changes it when I hit the enter key. So, it budgets it backwards! How do I fix this??? Or, is it fixable. I tried the same thing in a couple other programs and it works just fine. Why not in Moneydance?? I tried doing two separate transactions, but it still won't budget correctly because Moneydance won't let me choose which accounts a specifically budgeted and which are not. My HELOC is NOT supposed to be budgeted, just my checking accounts. Moneydance won't let me choose, so that isn't an option either. If there is not a fix for this I will not be using Moneydance. Let me know if there is a way to make this work.

  1. System closed this discussion on 16 Jul, 2021 10:50 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac