Transaction Type on imported statement data

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Never_enough
Posts: 2
Joined: Tue Jul 22, 2014 6:01 am

Transaction Type on imported statement data

Post by Never_enough »

How about adding Transaction Type to Import Rules

I have rules set up and they work fine as far as they go.
However, I have lots of transactions which are transfers from one account to another and for these I have to catch up with them and change the Type to Transfer - and change the Payee - otherwise they do not appear in the account to which the funds are being transferred.

It's hassle as it's easily missed - the money is NOT being spent from account A, but from account B, so it's a big muddle if I don't notice.

This could be simple - add Type to the rules. How about it ?
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RLebeau
Posts: 274
Joined: Tue Jan 08, 2013 2:45 am
Location: California, USA
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Re: Transaction Type on imported statement data

Post by RLebeau »

Import Rules do not recognize or support transfers between accounts. That has been requested before. Feature requests need to be submitted through MechCAD Support.
Remy Lebeau
Lebeau Software

User of AceMoney since 2004.
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