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Old 06-29-2004, 12:13 AM
Cal Learner-- MVP
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Default Re: Need help syncronizing transfers

In microsoft.public.money, Carol wrote:

- quote -

> I need help synchronizing transfers between accounts.
> I downloaded my accounts and the system balanced them. It
> now shows my transfers as deposits or withdrawals.


When you processed the first download of each pair, the ideal would
have been to make that a transfer before accepting the transaction.

- quote -

> If I
> want to change them to transfers it tells me that the
> transactions are already reconciled. I unreconciled them
> to try and synchronize them.
> I changed the type o transaction from withdrawal to
> transfer and what it does is create a new transaction in
> the other account changing my balance.
> How do you synchronize transfer transactions between both
> accounts after you have downloaded the bank information
> and the deposit / withdrawal transactions are not
> connected?


Since you missed your first opportunity, you can change one of the
transactions of each pair to a transfer, and void the other. Accept
the warnings.

Another alterative is to leave them as separate transactions.

  #-1  
Old 06-28-2004, 10:45 PM
Carol
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Posts: n/a
Default Need help syncronizing transfers

I need help synchronizing transfers between accounts.
I downloaded my accounts and the system balanced them. It
now shows my transfers as deposits or withdrawals. If I
want to change them to transfers it tells me that the
transactions are already reconciled. I unreconciled them
to try and synchronize them.
I changed the type o transaction from withdrawal to
transfer and what it does is create a new transaction in
the other account changing my balance.
How do you synchronize transfer transactions between both
accounts after you have downloaded the bank information
and the deposit / withdrawal transactions are not
connected?

 

Tags
syncronizing, transfers
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