Linking two transactions (a transfer) after an import.

Renato Moutinho renato.moutinho at gmail.com
Thu Dec 27 04:37:26 EST 2007


Hi there,

    I'm not sure if this makes sense in "accounting terms", but I setup an
account named "transfers" and every transfer between bank accounts goes
throught this account on gnucash. This seems less fussy to deal with..

Regards,

Renato Moutinho

On 12/27/07, Beth Leonard <beth at oasis.slimy.com> wrote:
>
> On Wed, Dec 26, 2007 at 10:35:27PM +0100, Neill Hogarth wrote:
> > My problem is that a number of transactions are transfers from one
> account
> > to the other or back again. How can I link these two transactions so as
> to
> > tell Gnucash that they are actually two sides of the same transaction.
>
> For the first transaction, select the account of the second one as the
> transfer account manually.  For the second occurrence of the same
> transaction, uncheck both boxes so the transaction appears in red "DO
> NOT IMPORT" so you don't get duplicates in your accounts.
>
> Over time, the importer will match on previous names, so it will be
> less work in the future if you have repeated transaction types.
>
> If you want to check that everything was imported properly, you can
> always re-import the same .ofx file.  The second time you do it, it will
> only show you the transactions which were left in red the first time.
> This second time, they should likely all show "(auto) reconciled" to
> show that they matched the transaction already in the account that you
> successfully imported last time.
>
> --Beth
> Beth Leonard
> http://www.LeonardFamilyVideos.com
> _______________________________________________
> gnucash-user mailing list
> gnucash-user at gnucash.org
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>


More information about the gnucash-user mailing list