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Old 03-24-2007, 11:37 AM
Cal Learner-- MVP
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Posts: n/a
Default Re: How to change a transfer to a charge

In microsoft.public.money, touimet[at]gmail.com wrote:

- quote -

> I accidentally defined a number of credit card transactions as
> transfers to a cash account. The problem is, Money 204 will not allow
> me to simply edit the credit card transactions to re-define them as
> charges as opposed to transfers.
> When I try editing the "To" account, I get an error message... "If you
> do not want a transfer, click Cancel and then choose a different type
> of transaction. No matter what I click, the transaction remains a
> transfer.
> The credit card transactions are reconciled but the cash account is
> not. I expect this should be simple but short of deleting the
> transactions and re-creating them, I can't find out how to make the
> change. I even tried deleting the transaction from the cash account
> but it tells me that it's going to delete the reconciled part of the
> transaction as well.


If you are using Transactions Forms, it might be more
straight-forward to turn off Transactions Forms in the credit card
account to make the change in Category.
 
Old 03-24-2007, 10:02 AM
Kevin
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Posts: n/a
Default Re: How to change a transfer to a charge

touimet,
First, make a copy, backup or both of your .mny file just in case.

Then jot down any pertinent information in each transfer and delete it.

The entries in the cash account will be removed when you delete the
corresponding transfer. Ignore any dire warnings about deleting a
reconciled entry.

Then re-enter the deleted info as "Charges"

Hope this helps.
-Kevin
P.S. Sorry, I couldn't resist this but spell check suggested I change
touimet to toilet.

<touimet[at]gmail.com> wrote in message
news:1174730417.053800.240000[at]y80g2000hsf.googlegroups.com...
- quote -

> I accidentally defined a number of credit card transactions as
> transfers to a cash account. The problem is, Money 204 will not allow
> me to simply edit the credit card transactions to re-define them as
> charges as opposed to transfers.
> When I try editing the "To" account, I get an error message... "If you
> do not want a transfer, click Cancel and then choose a different type
> of transaction. No matter what I click, the transaction remains a
> transfer.
> The credit card transactions are reconciled but the cash account is
> not. I expect this should be simple but short of deleting the
> transactions and re-creating them, I can't find out how to make the
> change. I even tried deleting the transaction from the cash account
> but it tells me that it's going to delete the reconciled part of the
> transaction as well.
> Any help appreciated,
> touimet[at]gmail.com



  #-1  
Old 03-24-2007, 09:00 AM
touimet@gmail.com
Guest
 
Posts: n/a
Default How to change a transfer to a charge

I accidentally defined a number of credit card transactions as
transfers to a cash account. The problem is, Money 204 will not allow
me to simply edit the credit card transactions to re-define them as
charges as opposed to transfers.

When I try editing the "To" account, I get an error message... "If you
do not want a transfer, click Cancel and then choose a different type
of transaction. No matter what I click, the transaction remains a
transfer.

The credit card transactions are reconciled but the cash account is
not. I expect this should be simple but short of deleting the
transactions and re-creating them, I can't find out how to make the
change. I even tried deleting the transaction from the cash account
but it tells me that it's going to delete the reconciled part of the
transaction as well.

Any help appreciated,
touimet[at]gmail.com

 

Tags
change, charge, transfer
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