Adding New Transactions while Reconciling Account

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Adding New Transactions while Reconciling Account

Postby Warty » Tue Dec 06, 2016 3:50 am

I am new to MyMoney, only been using a couple of days. While reconciling an account I often need to add another transaction because some have been missed being entered when they first occurred, and only become obvious while in the reconciling screen. There is a feature to add a transaction, but every time I used it, it would only add a PAYMENT transaction and NOT DEPOST or TRANSFER. Both these options are needed while in the reconciling screen. The only way I could enter a new Deposit or Transfer was to get out of the Reconciling screen and enter in the normal way and then go back to reconciling.

Is there a way around this. If not way has only a new PAYMENT transaction been setup and will the others be included.

Looking forward to a reply.
Warty
 
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Re: Adding New Transactions while Reconciling Account

Postby mthadm » Sun Dec 11, 2016 11:24 pm

Hello,


You can simply invert a sign in the amount field, for example put -10.00 instead of 10.00 to flip the transaction into a withdrawal


Thanks,
---
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Re: Adding New Transactions while Reconciling Account

Postby Warty » Tue Dec 13, 2016 4:57 am

Thats for the suggestion of adding a negative sign to reverse the transaction from a withdrawal to a deposit. I tried it out and it worked fine.

For a transfer, in the "Category" field I pick "Special Categories/Transfer" and this allowed me to choose any of the created Accounts in the Chart of Accounts. This seemed to work as well. Is this the best way to do this while reconciling an account?
Warty
 
Posts: 7
Joined: Mon Dec 05, 2016 4:10 am

Re: Adding New Transactions while Reconciling Account

Postby mthadm » Wed Dec 21, 2016 12:25 am

Yes, if you are adding transactions while in the reconciliation mode you can add transfers through Special Categories / Transfer


Thanks,
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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mthadm
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Posts: 1055
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