Comments on: Automatic account transfer detection

By: Hakim

Hakim — Sun, 22 Mar 2009 09:48:10 +0000

I have a transfer from one account(A) to another(B). The names are different and possibly the dates. Marking each transaction as a transfer duplicates it in the other account. Is there a manual way of eliminating duplicates? I can live with that since I have this issue only rarely. The new feature section mentions “Find duplicates” link. Where is that? I cannot locate it

By: Max Soe

Max Soe — Fri, 05 Sep 2008 00:22:38 +0000

I too have the same problem. I can understand that if I’m transferring between accounts, the statement has to be present on both accounts for the transfer to be recognised.

However, this rule should not hold for a cash ‘account’ as I cannot automatically import my statements. I deleted my original “My Wallet” account by accident and now automating transfers is difficult to set up.

By: shadow

shadow — Mon, 18 Aug 2008 12:46:33 +0000

Same issue here.
I tried to create the rule when editing a single transaction (”mark as transfer” and “create rule”) and it doesn’t work. In the rules list, it is written that the rule “matches 0 transaction”.
The issue is, the same rule used for autotagging does work…

I also tried to create the rule then import a new bank statement : still doesn’t work…

Feedback on this issue would be great !

By: Marty

Marty — Wed, 11 Jun 2008 00:59:47 +0000

This feature does not work for me. I set up a rule to mark description = “ATM withdrawal” as transfer from Checking to Cash, but when I enter such a transaction, it does not detect the transfer. I am manually entering the transaction. Does this feature only work when importing from bank statements? Thanks.