Switching funds from on account to another

Ernst Ratzka's Avatar

Ernst Ratzka

30 Jun, 2016 02:33 AM

II have three accounts listed in Moneydance. How do I transfer money from my checking account to one of the other accounts? Can this be done automatically or do I have to do it manually?

  1. Support Staff 1 Posted by Ethan on 30 Jun, 2016 03:32 AM

    Ethan's Avatar

    Hello,

    To transfer money from one account to the other, enter in the transaction in one account, and select the other account in the category field. When you look at the other account register, you should then see the 'other side' of this transfer transaction. I'm not entirely sure what you mean about doing this "automatically," but if you could explain what you mean in more detail, I could possibly offer suggestions.

    Ethan
    Moneydance Support

  2. 2 Posted by aussiger on 30 Jun, 2016 11:34 PM

    aussiger's Avatar

    When I transfer $100 from account #1 to account #2, following your directions, the $100 does not "automatically" appear in account #2. The only way I can get the $100 into account #2, is to open account #2 and enter the $100 manually. What am I doing wrong?
    Ernst

  3. Support Staff 3 Posted by Ethan on 01 Jul, 2016 12:56 AM

    Ethan's Avatar

    Hello,

    Can you confirm that you are selecting Account #2 in the category field of this transaction? If so, if you right click on this transaction in the first account and choose to Show Other Side of the transaction, in which account or category do you end up?

    Ethan
    Moneydance Support

  4. 4 Posted by aussiger on 01 Jul, 2016 03:02 AM

    aussiger's Avatar

    There are $200 in Acct. #2. I add from Acct.#1 $500, right clicked and sure enough the $500.00 showed up in what appears as an account MD created it is not acct.#2. The $500 did not join the $200.00 in acct.#2. I am totally confused and at this point not happy with Moneydance.

  5. Support Staff 5 Posted by Ethan on 01 Jul, 2016 03:25 AM

    Ethan's Avatar

    That would seem to indicate that some other account or category is being chosen for this transaction in the category field besides the other account. Perhaps you have created or are selecting a category with a similar sounding name? Your accounts should be listed before any categories in the category popup for new transactions, so you shouldn't have to scroll much at all to reach the other account name. If you go to Tools -> Categories from the menu bar, is there a category with the same (or very similar) name as your account? If so, that may be what you are selecting by mistake.

    Ethan
    Moneydance Support

  6. 6 Posted by aussiger on 01 Jul, 2016 04:00 AM

    aussiger's Avatar

    I can't complain about the customer service, thanks for all your help Ethan. I'll play with Moneydance over the weekend and do what you suggested.
    Happy Fourth!
    Ernst

  7. System closed this discussion on 02 Oct, 2016 02:38 AM.

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