Transfers

As of 24th December 2013 version 2.0 is no longer available for purchase. This is a general discussion and self help section for version 2.0, for people to post stuff they have found useful.
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kiljoi
Posts: 2
Joined: Wed Jan 28, 2009 8:22 pm

Transfers

Postby kiljoi » Thu Jan 29, 2009 12:22 am

I am using a trial version 2.08 downloaded today, I have setup a bank account and a credit card.

When I try to transfer money from the bank account to the credit card, using the account transaction form and selecting transfer as payment type, I am asked to enter a category! What category? surely a transfer is neither income nor expense so what category should I use?

Thanks

Kiljoi

james
Posts: 5
Joined: Fri May 09, 2008 10:51 am

Transfers

Postby james » Thu Jan 29, 2009 10:16 am

Hi,

I had exactly the same issue when I started using Bank Tree last year - in the end I simply created a category called Transfers and a payment type of 'Bank To Bank'

So for an account to account transfer you select
'Expense' as the Type (that means is a payment from this account)
'Bank to Bank' as the Payment Type (unless you use cheque or chaps - in which case create a payment type for that)
'Transfer' as the category.

A bit laboriuos the first time but once set up you can use Autofill in the future to do it quickly.

Hope that helps

Best

James

kiljoi
Posts: 2
Joined: Wed Jan 28, 2009 8:22 pm

Transfers

Postby kiljoi » Fri Jan 30, 2009 11:20 pm

Thanks for that James.

Regards

Kiljoi


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