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cut n paste

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Al

27 Nov, 2024 05:39 PM

how do i move a transaction from one account to another without deleting and adding the info into the new account

i do c a cut n paste function or even a copy function to make this easy

1. 1 Posted by tonyt on 27 Nov, 2024 06:17 PM

   

   Right click on transaction, select batch change, select new account, confirm.

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2. Support Staff 2 Posted by Maddy on 29 Nov, 2024 12:42 PM

   

   Hi Al,
   Thank you for contacting Moneydance support.

   I can see you’ve received a reply from one of our knowledgeable Moneydance customers. To add to this useful information I thought it's worth mentioning that the "Batch Change" feature allows you to make changes to a single transaction, or multiple transactions at once.
   You can change: Description, Date, Check#, Memo, Tags, Category, and Account fields in the register.

   For further details about this function, please refer to this article in the Knowledge Base.

   When using the Batch Change option, the accounts list will show only accounts containing the same currency as the account you want to move transactions from.

   I hope this information is helpful. Please let me know if you have further questions or need any assistance.

   --
   Maddy, Infinite Kind Support

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3. 3 Posted by roy Al Fritts on 29 Nov, 2024 07:24 PM

   
   
   

   Sent from my iPhone

   
   

   On Nov 29, 2024, at 5:42 AM, Maddy <[email blocked]> wrote:
   
   

    pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

   // Please reply above this line ================================================== From: Maddy (Support staff) Hi Al, Thank you for contacting Moneydance support. I can see you’ve received a reply from one of our knowledgeable Moneydance customers. To add to this useful information I thought it's worth mentioning that the "Batch Change" feature allows you to make changes to a single transaction, or multiple transactions at once. You can change: Description, Date, Check#, Memo, Tags, Category, and Account fields in the register. For further details about this function, please refer to this article in the Knowledge Base. When using the Batch Change option, the accounts list will show only accounts containing the same currency as the account you want to move transactions from. I hope this information is helpful. Please let me know if you have further questions or need any assistance. -- Maddy, Infinite Kind Support On Wed, Nov 27 at 10:17 AM PST, tonyt wrote: Right click on transaction, select batch change, select new account, confirm.

   Having trouble reading this? View this discussion online: cut n paste. Reply with #ignore to stop receiving notifications for this discussion.

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4. Ethan closed this discussion on 30 Nov, 2024 12:38 AM.