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PostPosted: Mon Jan 29, 2024 4:12 pm 
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I set up a monthly scheduled debit transfer from my checking account to credit card account. But when I commit the transaction the credit card does not render the transaction but the checking account does. What am I doing wrong?
Debit
Type: Transfer
To: Credit Card Name
Category: [My credit card account]


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PostPosted: Mon Jan 29, 2024 5:56 pm 
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It'll be necessary to click "To" and select "To Account", in its place, to trigger an actual Transfer. Then, the To field will become a menu button you can use to select the second Account involved in the Transfer.

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PostPosted: Tue Jan 30, 2024 5:44 am 
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Still could not get the checking account transfer to render to the credit card account after adding the name of the credit card account in the To field when doing a scheduled transfer.


Attachments:
Screenshot 2024-01-30 at 6.40.55 AM.png
Screenshot 2024-01-30 at 6.40.55 AM.png [ 222.88 KiB | Viewed 258 times ]
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PostPosted: Tue Jan 30, 2024 7:02 am 
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On your attachment, you selected "To" and not "To Account"--not sure if that would be it, but I'd try. Hope this helps. Click on the drop down next to the "To" arrow.


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PostPosted: Tue Jan 30, 2024 9:37 am 
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HelpNeeded is right. Clicking "To" and choosing "To Account" still needs to happen.


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To (Account).png
To (Account).png [ 227.33 KiB | Viewed 255 times ]

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Splasm Software
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PostPosted: Tue Jan 30, 2024 10:32 am 
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Ah, Thanks! That was it. I didn't see the drop down on the left side.


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PostPosted: Tue Jan 30, 2024 12:15 pm 
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Great!


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