Changing Transfer Category


R

Roger

Money 2002 Basic. I cannot find a way to change transfer transactions back
to simple payment types en mass. For example, a number of transfers to a
credit card account from a bank account. Can this be done via find and
replace?
Thanks
 
Ad

Advertisements

S

Scott Tyler

Roger said:
Money 2002 Basic. I cannot find a way to change transfer transactions back
to simple payment types en mass. For example, a number of transfers to a
credit card account from a bank account. Can this be done via find and
replace?
Thanks
"Withdrawal > Credit Card Payment: CreditCard" (a form of transfer, but
using a Withdrawal transaction form) can easily be changed to "Withdrawal >
Whatever: Whatever". Several can be changed at once using Find and
Replace.

Transfers cannot be changed into withdrawals. They use two different
transaction forms. You would have to create withdrawals with the same date
and amount, then delete the transfers.
 
D

Dick Watson

What does the transaction form used have to do with Find Replace?
 
Ad

Advertisements

M

Mark

Sure they can, just turn OFF the transaction forms and edit the transfer
in-line. Then you can categorize it however you desire.
-Mark
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top