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Transfer between accounts

Posted: 25 April 2012, 14:36
by Pompey
How can I make an existing transaction into a transfer from another of my accounts.

For instance I have transferred some money from one bank account to another bank account.

I have downloaded the transactions from both banks but some banks take 3 days to transfer. For instance money leaves Bank A on the 1st of April but does not appear in Bank B until say the 3 April.

How do I make this transfer appear in iCompta?

There is a "convert as transfer" command but this is greyed out.

Also I would like to initiate a transfer command in one transaction and for it to appear in another selected account. I can then edited dates and /or remove any duplicate transactions if necessary.

Also is there a simple way of jumping to and from one account to the other account with a linked transfer?

Re: Transfer between accounts

Posted: 28 April 2012, 12:14
by Angeman
Pompey wrote:There is a "convert as transfer" command but this is greyed out.
This command requires the dates to be the same but it will change in V5.
Pompey wrote:Also I would like to initiate a transfer command in one transaction and for it to appear in another selected account. I can then edited dates and /or remove any duplicate transactions if necessary.
There is a create transfer button in the toolbar for that.
Pompey wrote:Also is there a simple way of jumping to and from one account to the other account with a linked transfer?
Yes you can click on this icon :
Capture d’écran 2012-04-28 à 12.13.33.png
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