tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/6789-change-savingschecking-account-associated-with-investmentInfinite Kind: Discussion 2022-07-14T22:30:20Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/538307222022-04-14T11:42:04Z2022-04-14T11:42:04ZChange savings/checking account associated with investment <div><p>Just found under Tools/Accounts that I can edit the default account... BUT my checking account where the money is coming from doesn't show up in the list of accounts for me to choose from.</p></div>wa1ouitag:infinitekind.tenderapp.com,2009-01-14:Comment/538307222022-04-14T22:11:24Z2022-04-14T22:11:24ZChange savings/checking account associated with investment <div><p>You can assign a default category to an account which applies to all transactions but you cannot designate a default account for just transfer transactions. The default category helps to satisfy the rules of accounting as it is not expected that downloaded transactions will have any category information (OFX does not allow for it).</p>
<p>The expectation is that any transfer transaction will specify the account the money is coming from/going to. If one is not provided then the software just uses the first account.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/538307222022-04-14T22:28:14Z2022-04-14T22:28:14ZChange savings/checking account associated with investment <div><p>That explains why it picks the first account... thanks.</p></div>wa1oui