A Warning About Tag Transfers in Personal Plus 2015 & Perhaps other Versions

Dan Fardon

If you move money from one Tag to another in the same Account, it is important to select "Transfer" from the drop-down Category List and put it into the Category Boxes in the split transaction, and not the 'Bank Account Name'. If you do put the Account Name in the Category boxes, Reckon will not show that transaction in any Reports, and the Reckon Cash Flow Reports and Tag Balances will not take account of that transfer between the Tags.