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transfers

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Lloyd Day

Jun 03, 2010 @ 11:40 PM

I found the transfer transaction but it doesn't seem to work.
Help

1. 1 Posted by -Kevin N. on Jun 04, 2010 @ 03:36 PM

   

   Hi Lloyd,
   You need to input the account that you want to transfer to into the 'Category' field. Click the double arrows on the right hand side of the 'Category' field, your accounts will be listed towards the top of the drop down list.
   HTH -Kevin N.

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2. 2 Posted by Lloyd on Jun 05, 2010 @ 01:12 AM

   

   I guess it's not automatic or intuititive like Quicken. I can get the money out of savings but not into checking.
   Lloyd

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3. 3 Posted by Mac User on Jun 05, 2010 @ 01:22 AM

   

   On Jun 4, 2010, at 11:38 AM, kmnugent wrote:
   It's not automatic like quicken. I can get the money out of one but
   not into another.
   I guess its all manual.
   Lloyd
   > // Add your reply above here
   > ==================================================
   > From: kmnugent
   > Subject: transfers
   >
   > Hi Lloyd,
   > You need to input the account that you want to transfer to into the
   > 'Category' field. Click the double arrows on the right hand side of
   > the 'Category' field, your accounts will be listed towards the top
   > of the drop down list.
   > HTH -Kevin N.
   >
   > View this Discussion online: http://help.infinitekind.com/discussions/problems/1260-transfers
   > --
   > Reply with #ignore to stop receiving notifications for this
   > discussion.

   Lloyd

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4. 4 Posted by -Kevin N. on Jun 05, 2010 @ 02:21 AM

   

   Hi Lloyd,
   If you could provide a screen shot of the specific txns., perhaps someone here may be able to decipher why your transfer is not happening.
   -Kevin N.

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5. 5 Posted by Ben Spencer on Jun 05, 2010 @ 02:18 PM

   

   Hi Lloyd

   To enter a transfer in moneydance enter the transaction in the source account register (in this case savings) and in the category field select the destination account e.g. checking. This will automatically create the balancing entry in the destination account.

   Ben Spencer
   Moneydance Support

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6. 6 Posted by Mac User on Jun 05, 2010 @ 08:17 PM

   

   It worked this time, probably doing it wrong before! Only on the demo
   version right now, don't like Quicken after using it for years. The
   Mac version of Quicken sucks. A few more days and I'll buy the full
   version.
   Thanks
   Lloyd

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7. Ben Spencer closed this discussion on Jun 05, 2010 @ 08:27 PM.