On Jan 24, 6:13 pm, Cal Learner-- MVP <via_newsgr...[at]please.tnxwrote:

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Thank you for that... at least I won''t have to explain the problem
again. Let's see if anyone else has figured out how to solve it.

T

In microsoft.public.money, tony wrote:

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If the credit card and checking transactions are showing up in the
CashTransactions for the investment account, then enter your checks
and credit cards there. I would do a single transfer of cash to
adjust things. Alternatively you could use QIF export and import to
copy existing transactions over before deleting the old account.

I understand this is not what you asked for.


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One of the services offered by my investment house fulfills two
functions: a credit card account and a checking account. Online
updates collect data for both of them but enters the information as
investment transactions rather than as cash transactions in the
transaction register which I want to use for
categorizing income and expenses.

When I installed the investment house account I checked investment and
all its accounts -- including these two -- appear in the investment
section of the accounts list. I have also checked the track cash
transactions in the account settings.

Any and all suggestions for solving the problem appreciated.

T