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?


If you have an item that's a transfer and has already been downloaded  
into both accounts, if you change one side into a transfer, you should  
be able to click "Show Matching" and then Command-Option-R to review  
duplicates and merge the two in the other account.

Let me know if this doesn't work for you.

Peace,

Kevin Hoctor
[email protected]
No Thirst Software LLC
http://nothirst.com
http://kevinhoctor.blogspot.com






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