Account closing and transfer

Gary Reger

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May 19, 2019, 1:42:32 AM5/19/19

to anMoney faithful

Hi,

I have 2 instances that I need some help on.

I have had 2 accounts (bonds) that I have transferred the entire amount to a different account when the bond matured.

Ex:

A to B and C to D

I have noticed that when I transfer the funds to the other account it simply shows as money transferred when I simply leave the old account (transferred from) active (not closed)

When I close the accounts that I have emptied it shows the amounts that was transferred as income. When I re-open the closed account it goes back to simply transferred and not shown as income.

This does not change the bottom line but I want to keep the empty accounts closed.

Any advice or explanation on what is happening ?

I'm using a Samsung tablet running 8. Having said that, this has been a problem for as long as I remember.

Thank you

Rick Jones

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May 19, 2019, 6:27:28 AM5/19/19

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Hi Gary

I can see the logic of this (though I don't have actual details of the code). I believe anMoney treats your assets as the total of all open accounts, and any addition to this total is income. So that's how it treats a transfer from a closed account. Conversely, a transfer to a closed account will report as an expense.

I have a few dormant accounts which I flag as not-favourite, and my main list of accounts shows only favourites. This technique might work for you.

Rick

Gary Reger

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May 19, 2019, 10:42:31 PM5/19/19

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Message has been deleted

Gary Reger

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May 19, 2019, 10:50:50 PM5/19/19

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HI Rick,

That seems to be the case. I'll do what you are doing and leave it at that. I was just trying to clean up some accounts that are closed and didn't understand what was happening.

How to flag accounts as non-favorite ?

Many thanks for the feedback...

Rick Jones

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May 20, 2019, 2:56:19 AM5/20/19

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If you view an account then go to Edit Account from the menu, in the options tab the first checkbox is Favourite.

Cheers
Rick

On Sunday, May 19, 2019 at 6:27:28 PM UTC+8, Rick Jones wrote:

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