How do I transfer a transaction from one account to another?

Oct 09, 2007 6 Replies

In trying to track down what may be a problem because of an unexpected problem with my net worth (see my post "How do I run Net Worth reports BY DAY?" or something very similar), I have found errors introduced in the one step update procedure. The current one is that a transaction that should have been placed in account A got placed in account B. I'd like to place it back in acount A.



Is there an easier way than to write it down, erase it from account A, and manually enter it into account B?


Cut and paste transaction(s)?

Hi, Gary.

So, what was the answer?

Maybe this: Right-click the transaction in the "wrong" Register and choose Move transaction.

I don't know if this works with downloaded transactions; it works fine with mistakes I've made manually.

RC

My favorite method is to open the calendar, select the date of the transaction, and edit the transaction from the calendar view. It opens a window that allows you to select 'account' as well as category.

Another way is to right click the transaction, select "Move Transaction (s)", select the account you want to move it to, and click OK.

Jim

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