Transfers between accounts messing up account balances

Jason's Avatar

Jason

27 May, 2011 05:03 PM

I have two checking accounts and a saving account. I have all three downloading transactions from my bank however MD doesn't appear to recognize a transfer transaction appropriately which is messing up my balances. The deposit into one account seems not to have any connection to the debit from the source account.

Any suggestions?

  1. 1 Posted by Angie Rauscher on 27 May, 2011 06:06 PM

    Angie Rauscher's Avatar

    Jason,

    To have a transfer apply properly to both accounts, you should set the "category" of the transaction to the account the transfer is with. If you do this with the downloaded transaction on one "side" of the transfer, it will display appropriately in the other account and you should have the option to "merge" the downloaded transaction with this transfer. I hope this helps, and please let me know if I can be of further assistance,

    Angie Rauscher
    Moneydance Support

  2. Angie Rauscher closed this discussion on 27 May, 2011 06:06 PM.

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