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Add shortcut key and toolbar icon for create transfer

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prasanth

22 Jun, 2009 03:17 AM via web

Lots of times trying to create transfers (have keep the change so daily transfers happen) and would be great if there was a shortcut key and toolbar icon i could use. Anyway to improve the transfer recognition so if my checking has 1.58 going out and my savings has 1.58 coming in the next day moneywell could figure it out.

thanks

  1. Support Staff 2 Posted by Kevin Hoctor on 22 Jun, 2009 02:45 PM

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    There is a toolbar icon. Just right-click on the toolbar and Customize it.

  2. 3 Posted by prasanth on 22 Jun, 2009 03:33 PM

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    Sent from my handheld

    On Jun 22, 2009, at 10:45 AM, Tender Support <***@tenderapp.com>
    wrote:

  3. 4 Posted by prasanth on 22 Jun, 2009 03:34 PM

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    Sorry my bad I meant 'create transfer from selection'. Now with
    imported data I use that much more often than creating my own
    transfers. Thanks
    Prasanth

    Sent from my handheld

    On Jun 22, 2009, at 10:45 AM, Tender Support <***@tenderapp.com>
    wrote:

  4. 5 Posted by Drew on 22 Jun, 2009 03:57 PM

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    You can easily designate a downloaded transaction as a transfer by selecting the appropriate account from the "To:" drop-down list in the "Account" portion of the Transaction Detail panel. It will create a matching transaction in the other account, which is handy if you haven't downloaded transactions to that account yet. MoneyWell smartly adjusts the bucket from unassigned to transfer as well.

  5. Support Staff 6 Posted by Kevin Hoctor on 22 Jun, 2009 04:09 PM

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    Ah, that's different. I'll add a request to add a keyboard shortcut for this. Thanks.

  6. 7 Posted by System on 22 Jun, 2009 04:11 PM

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    A Lighthouse ticket was created for this discussion

  7. 8 Posted by prasanth on 22 Jun, 2009 04:50 PM

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    Thanks Druzyne,
    Actually most of my transactions are downloaded now and I go through and
    make sure they are connected correctly. I highlight both the outgoing
    checking transaction and incoming savings transaction and click on "create
    transfer from selection" under the transactions menu. Since I do this so
    often I just wanted to have a keyboard shortcut or maybe a toolbar icon for
    this.

    Prasanth

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