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| Scheduled transfer from checking to credit card account https://www.splasmstrands.com.splasm.com/viewtopic.php?f=3&t=7015 |
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| Author: | knightrider [ Mon Jan 29, 2024 4:12 pm ] |
| Post subject: | Scheduled transfer from checking to credit card account |
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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| Author: | Allan W. [ Mon Jan 29, 2024 5:56 pm ] |
| Post subject: | Re: Scheduled transfer from checking to credit card account |
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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| Author: | knightrider [ Tue Jan 30, 2024 5:44 am ] | ||
| Post subject: | Re: Scheduled transfer from checking to credit card account | ||
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.
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| Author: | HelpNeeded [ Tue Jan 30, 2024 7:02 am ] |
| Post subject: | Re: Scheduled transfer from checking to credit card account |
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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| Author: | Allan W. [ Tue Jan 30, 2024 9:37 am ] | ||
| Post subject: | Re: Scheduled transfer from checking to credit card account | ||
HelpNeeded is right. Clicking "To" and choosing "To Account" still needs to happen.
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| Author: | knightrider [ Tue Jan 30, 2024 10:32 am ] |
| Post subject: | Re: Scheduled transfer from checking to credit card account |
Ah, Thanks! That was it. I didn't see the drop down on the left side. |
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| Author: | HelpNeeded [ Tue Jan 30, 2024 12:15 pm ] |
| Post subject: | Re: Scheduled transfer from checking to credit card account |
Great! |
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