My old credit cards are not automatically showing up from my banking institution download setup. If it was, I think the transfer advice you offer would be a good solution.
I've decided to start a new slate... good time for it :) I deleted all transactions up to today and updated my starting balance for today. Thank you for the assistance Blair. On Jan 1, 9:51 am, Blair Watkinson <[email protected]> wrote: > I had a similar situation this past summer. Although my account was > closed and I was given a new card, I actually did not create a new > account in MoneyWell. > > I continued to enter all transactions from my bank statement (you can > use either the paper copy, or electronic, or even downloaded > transactions) with the exception of the balance transfer amount. If > you are downloading transactions, you can just update the account > information to ensure that the information is being downloaded from > the correct credit card, and then delete the balance transfer. > > This may be a simpler method. > > If you do want to start a new account in your MoneyWell document, then > do this instead: > 1. In your new credit card, assign the starting balance as 0. > 2. In your old credit card, create a transaction for the amount of > the balance transfer and assign it as a transfer in MoneyWell from > your old account to your new account. > > Your old credit card balance should now be zero, and your new credit > card balance should be the amount of the balance transfer. > > Grace to you, > Blair > > On Jan 1, 2009, at 10:32 AM, SpiralOcean wrote: > > > > > I am downloading transactions from my bank to my credit card. > > > I recently had some odd charges on my credit card and requested a new > > credit card. When the new credit card came, there was a balance > > transfer to the credit card. Is there a way for me to set this up as > > a beginning balance? I am working through all unassigned transactions > > and am not sure how to assign this transaction? --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "No Thirst Software User Forum" group. To post to this group, send email to [email protected] To unsubscribe from this group, send email to [email protected] For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
