[ggcsquicksig] Re: Transfer from one account to another - IN REPLY TO IRMA
- From: bcbloch@xxxxxxxx
- To: ggcsquicksig@xxxxxxxxxxxxx
- Date: Sat, 27 Aug 2011 10:36:49 -0700
Irma...It's correct that the transfers in the checking account should
show the savings account in the Category field.
Have they cleared on the paper statement yet?
It's possible that either they did not download for some reason or when
you downloaded them you did not match them up correctly. Check to see if
you have any downloaded transactions that are not yet "accepted".
If they have cleared on the paper statement and are correctly entered
(i.e., the savings account shows that the transfers were made to the
checking account in the Category field, and in the checking account, it
shows that the transfer came FROM the savings account in the Category
field), then you can clear them when you reconcile to the paper
statement.
Babette
On Sat, 27 Aug 2011 09:50:22 -0700 "Irma" <irmbo@xxxxxxxxxxx> writes:
> Hi again, Babette,
>
> I still have one problem with that transfer and another I made
> previously.
> My checking account says that these 2 deposits have not been cleared
> or
> downloaded. I don't understand this. Both say [savings] in the
> category
> field. Isn't this correct, as the transfers came from the savings
> account?
> And, the savings and checking accounts already show the correct
> balances.
>
> What can I do to correct this?
>
> Thanks,
>
> Irma----- Original Message
> ----- Original Message -----
> From: "Irma" <irmbo@xxxxxxxxxxx>
> To: <ggcsquicksig@xxxxxxxxxxxxx>
> Sent: Thursday, August 25, 2011 10:12 AM
> Subject: Re: [ggcsquicksig] Transfer from one account to another -
> IN REPLY
> TO IRMA
>
>
> > Thank you Babette--that worked! I'm a little embarrassed to have
> had this
> > confusion. I thought the category showed one account if money was
> coming
> > in and the other if money was going out. In any case I have
> cleared it
> > up, and my balance in both accounts is now correct.
> > Sorry if I had sent this to the wrong address--I had just replied
> to an
> > earlier post.
> >
> > Thanks,
> > Irma ----- Original Message -----
> > From: "GGCSQUICKSIG" <ggcsquicksig@xxxxxxxxxxx>
> > To: "SIGLIST" <ggcsquicksig@xxxxxxxxxxxxx>
> > Sent: Wednesday, August 24, 2011 5:47 PM
> > Subject: [ggcsquicksig] Transfer from one account to another - IN
> REPLY TO
> > IRMA
> >
> >
> >> IRMA messaged the following to me at another Email address:
> >> Hi Babette,
> >>
> >> When I try to save a transaction, a transfer of $2000 from my
> savings to
> >> my
> >> checking account, I get the message: you are recording a
> transfer back
> >> into
> >> the same account. Do you want to continue? This is puzzling,
> because in
> >> the category field in the savings register I have "savings". In
> the
> >> payee
> >> field I have "to checking".
> >>
> >> Also, the total in my savings is already correct. If I
> successfully
> >> record
> >> this transfer from my savings account, then that account will not
> show
> >> the
> >> correct total.
> >>
> >> Irma...if you transfer funds from Savings to Checking, you must
> put the
> >> name of the CHECKING account in the Category field (with square
> >> parentheses around it; The transaction would look something like
> this:
> >>
> >> Txf 8/24/2012 Transfer to Checking 200.00
> >> [Checking Account]
> >>
> >> In other words, if you are working in the Savings account
> register and
> >> want to transfer money to checking account, the Catgory line will
> show
> >> the name of the account TO WHICH you transfer the money.
> >>
> >> It sounds to me, from your description, that you were in the
> Savings
> >> account register to transfer money and put in the name of the
> SAVINGS
> >> account itself. Which is why you got the message about "transfer
> back
> >> into the same account"
> >>
> >> After you complete and enter the transfer to checking correctly,
> the
> >> Savings account should show a balance that reflects the transfer
> out of
> >> Savings to Checking. I'm not sure what you mean about the
> Savings
> >> account showing the correct balance.
> >>
> >> Hope this makes sense for you.
> >>
> >> Babette
> >> GGCSQUICKSIG is the Email list for members of the Golden Gate
> Computer
> >> Society's Quicken Special Interest Group.
> >>
> >> TO SEND A MESSAGE TO SIGLEADER BABETTE BLOCH "OFFLIST" -
> >> Email to: ggcsquicksig@xxxxxxxxxxx
> >>
> >> TO UNSUBSCRIBE: Send an Email Message to:
> >> ggcsquicksig-request@xxxxxxxxxxxxx
> >> In the "Subject": line, type "unsubscribe" (without the
> quotes).
> >>
> >>
> >>
> >>
> >>
> >>
> >
>
> GGCSQUICKSIG is the Email list for members of the Golden Gate
> Computer Society's Quicken Special Interest Group.
>
> TO SEND A MESSAGE TO SIGLEADER BABETTE BLOCH "OFFLIST" -
> Email to: ggcsquicksig@xxxxxxxxxxx
>
> TO UNSUBSCRIBE: Send an Email Message to:
> ggcsquicksig-request@xxxxxxxxxxxxx
> In the "Subject": line, type "unsubscribe" (without the quotes).
>
>
>
>
>
>
>
GGCSQUICKSIG is the Email list for members of the Golden Gate Computer
Society's Quicken Special Interest Group.
TO SEND A MESSAGE TO SIGLEADER BABETTE BLOCH "OFFLIST" -
Email to: ggcsquicksig@xxxxxxxxxxx
TO UNSUBSCRIBE: Send an Email Message to: ggcsquicksig-request@xxxxxxxxxxxxx
In the "Subject": line, type "unsubscribe" (without the quotes).
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