It seems like deleting is a hard way to do this. When I pay a credit card, the Payee is the Bank, the bucket is Debt Repayment. When I get to the credit card side, the Payee is "Payment" and no bucket is assigned. I don't mess with Transfers. I hope I'm making sense. (Happy New Year to all.) Karen
On 1-Jan-09, at 1:07 PM, SpiralOcean wrote: > > That is a good approach. I hadn't thought about deleting > transactions. It feels taboo to delete a transaction that's been > downloaded from my account. > > Going with this idea, I decided to start fresh today. I deleted all > transactions earlier than today, updated my starting balance to > today's balance, and am off and running. > > Thank you for kickstarting my brain. > > On Jan 1, 9:45 am, Blair Watkinson <[email protected]> wrote: >> A simpler approach might be to select the transaction in your >> checking >> account and assign it as a transfer to your credit card in the panel >> on the right side of the screen below "Account." Just set the "From" >> field to your credit card account. >> >> Then, delete the downloaded transaction from your credit card ledger. >> >> Happy New Year! >> >> Blair >> >> On Jan 1, 2009, at 10:30 AM, SpiralOcean wrote: >> >> >> >>> I have my checking account and credit card account set to >>> automatically download into MoneyWell. >> >>> When I make a payment from my checking account to my credit card, a >>> transaction shows up in the credit card account and in the checking >>> account. >> >>> I am going through all my unassigned items from each account. >> >>> How do I handle items like this where there is basically a transfer >>> happening, but there is already an entry in each account? >> >>> The solution I came up with is to create a credit card payment >>> bucket. I can then assign the credit card payment from my checking >>> and my credit card to the bucket. The bucket should always have a 0 >>> balance. >> >>> Any other suggestions? > > --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
