Another transfer question

#3 08-01-2008, 01:35 AM

Thank you for your answers. It is unfortunate this cannot be done
automatically (matching the 2 transactions).

Regards,

Jean-Robert

"SteveB" wrote:

- quote -

> Cal Learner-- MVP wrote:
> > In microsoft.public.money, SteveB wrote:
> > > > > > The way this happens for most people is:
> > > You get a withdrawal transaction in account A.
> > > You get a deposit transaction in account B.
> > > You change the deposit to a transfer from A to B.
> > > After this point, you process transactions for account B. Hope Money
> > matches the now-existing transfer. If it does not, click Change and
> > select the transfer to match.
> Thanks, Cal. I can't believe I left out those steps. I guess I got up
> too early this morning. :-)
> --
> Steve Bell
> New Life Home Improvement
> Arlington, TX

#2 07-30-2008, 10:29 PM

Cal Learner-- MVP wrote:

- quote -

> In microsoft.public.money, SteveB wrote:
> > > The way this happens for most people is:
> > You get a withdrawal transaction in account A.
> > You get a deposit transaction in account B.
> > You change the deposit to a transfer from A to B.
> After this point, you process transactions for account B. Hope Money
> matches the now-existing transfer. If it does not, click Change and
> select the transfer to match.

Thanks, Cal. I can't believe I left out those steps. I guess I got up
too early this morning. :-)

--
Steve Bell
New Life Home Improvement
Arlington, TX

#1 07-30-2008, 05:10 PM

In microsoft.public.money, SteveB wrote:

- quote -

> The way this happens for most people is:
> You get a withdrawal transaction in account A.
> You get a deposit transaction in account B.
> You change the deposit to a transfer from A to B.

After this point, you process transactions for account B. Hope Money
matches the now-existing transfer. If it does not, click Change and
select the transfer to match.

07-30-2008, 11:43 AM

Jean-Robert wrote:

- quote -

> I have read all posts regarding transfers between 2 acounts but I
> could not find the answer to that question.
> I download all operations from my bank web site. I have a few
> accounts. I frequently do money transfers between 2 accounts. I do it
> online most of the times.
> Here is the problem description:
> - I download operations including some transfer from account A to
> acoount B.
> - All operations are automatically imported into Money.
> - I open advanced regsiter for account A and categorize the transfer
> operation as "Transfer from/to account B".
> - Still in Money, I open account B. I see that Money has added a
> transfer operation corresponding to the one in account A.
> The problem is that I end up with 2 transfer operations in account B.
> The one downloaded from the bank site and the one that Money added in
> response to categorizing the operation in account A. Account B does
> not balance.
> How can I martch the 2 downloaded oparations without adding another
> one? Can Money match them?
> Am I missing something?

The way this happens for most people is:
You get a withdrawal transaction in account A.
You get a deposit transaction in account B.
You change the deposit to a transfer from A to B.
You delete the withdrawal.

Since you're doing the transaction online, there's a possibility that
the bank will create a real transfer transaction instead of a
deposit/withdrawal pair. I've never seen it happen, but I guess it's
possible. If that's the case, then leave everything alone unless you
want to add some notes.

The other possibility is that the bank is just putting the descriptive
word "transfer" in the transaction pair somewhere. If that's the case,
you're stuck with the way you're doing it now.

--
Steve Bell
New Life Home Improvement
Arlington, TX

#-1 07-30-2008, 05:28 AM

Hi,

I have read all posts regarding transfers between 2 acounts but I could not
find the answer to that question.

I download all operations from my bank web site. I have a few accounts. I
frequently do money transfers between 2 accounts. I do it online most of the
times.

Here is the problem description:

- I download operations including some transfer from account A to acoount B.
- All operations are automatically imported into Money.
- I open advanced regsiter for account A and categorize the transfer
operation as "Transfer from/to account B".
- Still in Money, I open account B. I see that Money has added a transfer
operation corresponding to the one in account A.

The problem is that I end up with 2 transfer operations in account B. The
one downloaded from the bank site and the one that Money added in response to
categorizing the operation in account A. Account B does not balance.

How can I martch the 2 downloaded oparations without adding another one? Can
Money match them?

Am I missing something?

Thank you!

Jean-Robert

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