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Holding account that is not included total etc

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Robin Bertoni

12 Jul, 2024 03:21 AM

I need a holding account that is not included in the reports, totals etc. It is primarily used to account for funds while clearing. This account is outside of the normal reporting requirements. It is held at another bank.

1. 1 Posted by dwg on 12 Jul, 2024 03:33 AM

   

   You can look at doing things like explicitly excluding the account from reports.

   Another approach is to mark the account as inactive so it always shows a zero balance unless you open the register.

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2. 2 Posted by Robin Bertoni on 12 Jul, 2024 03:38 AM

   

   If the account is marked as inactive, can i still transfer funds in &
   out?

   Regards, Robin Bertoni
   (m) 0417720800

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3. 3 Posted by dtd on 12 Jul, 2024 04:27 AM

   

   Inactive just marks it out of the picture, it can still be used.

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4. Support Staff 4 Posted by Maddy on 12 Jul, 2024 01:56 PM

   

   Hi Robin,
   I can see you’ve received a reply from one of our knowledgeable Moneydance customers.
   For further details, please refer to this article of the Knowledge Base.

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

   --
   Maddy, Infinite Kind Support

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