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| Transfer Between Accounts https://splasm.com/forum/viewtopic.php?f=4&t=4643 |
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| Author: | jenderfleur [ Wed Jun 05, 2013 5:20 pm ] |
| Post subject: | Transfer Between Accounts |
Greetings, I am a new user of Checkbook and I do love it. It does everything and more than my trusty spreadsheet did for years and years. One suggestion I had, and if it's already a feature of PRO, just let me know, is a way to copy lines from one account to another. For instance, transferring money from savings to checking. The way it stands, I need to create two transactions by hand. Just a thought. Thanks! jen |
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| Author: | prider [ Wed Jun 05, 2013 5:33 pm ] |
| Post subject: | Re: Transfer Between Accounts |
Nope. I'm not at my CBPro right now, but transferring is easy. Just use the drop down menu in the To/From field to select the account you want to transfer to. Everything is done automatically. Good luck! |
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| Author: | jenderfleur [ Wed Jun 05, 2013 5:41 pm ] |
| Post subject: | Re: Transfer Between Accounts |
prider wrote: Nope. I'm not at my CBPro right now, but transferring is easy. Just use the drop down menu in the To/From field to select the account you want to transfer to. Everything is done automatically. Good luck! So I guess it is in PRO, but not the plain old checkbook... okie-dokie! 
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| Author: | prider [ Wed Jun 05, 2013 5:56 pm ] |
| Post subject: | Re: Transfer Between Accounts |
Hmmm. Seems odd that it's not in CB. The drop down menu says "From" and "From Account". See if you've got that.... From their website about CheckBook: ---Begin And more Manage accounts in multiple currencies Transfer funds between accounts without creating two transactions ---End |
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| Author: | keithg [ Thu Jun 06, 2013 7:32 am ] |
| Post subject: | Re: Transfer Between Accounts |
Hi guys, You can transfer funds between Accounts in both CheckBook and CheckBook Pro. When you create a Debit, click the "To:" field label, to the left of the To field, and you'll get the option to change to "To Account". Do that and the To field will become a menu button with a list of Accounts you can transfer to, and the Debit will automatically become a Deposit in the Account you choose. |
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| Author: | jenderfleur [ Thu Jun 06, 2013 10:34 am ] |
| Post subject: | Re: Transfer Between Accounts |
HOLY COW! Awesome, Awesome, Awesome!! Thanks! This is a super great app! Thanks Keith! |
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| Author: | davez [ Tue Jul 11, 2017 12:34 pm ] |
| Post subject: | Re: Transfer Between Accounts |
I would like to add to this: it would be great to have keyboard controls for this. I can command-+ for a credit and command-- for a debit, but once in, I need the mouse to tell CBP that it's a transfer, and again to tell it which account to transfer to/from. And since I just made three requests in a row, let me ameliorate that by saying THANK YOU for this great program. I actually went to Checkbook Pro just as an appreciation of the elegant interface, speed, and usefulness of this program. |
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