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Transfer To/From as a Split item
https://www.splasmstrands.com.splasm.com/viewtopic.php?f=4&t=6979
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Author:  markseymour116 [ Wed Apr 26, 2023 10:56 am ]
Post subject:  Transfer To/From as a Split item

I have been using Microsoft Money 2004 for nearly 20 years. (As a Mac user, this was very tricky, but I couldn't find another tool that worked the way I wanted it to - until now.) I just started using Checkpoint Pro, and I love most everything.

One feature I miss is the ability to make a split transaction that includes a Transfer. For example, if I make a POS purchase at Walmart and get $30 cash back. The purchase is split among my various categories, but the $30 needs to be a transfer to my Cash account. To do this, I am having to create a ghost account for Transfers In/Out, then create another, unlinked transaction to put that money into my Cash account. It would be nice to be able to do this in one fell sweep!

Thanks for listening!

Author:  Allan W. [ Wed May 03, 2023 9:24 am ]
Post subject:  Re: Transfer To/From as a Split item

That's something we're hoping to support in a future version. Basically, the idea is already on our feature request list, which we consult as we plan new updates. But, I'll give it a bump, considering your interest!

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