Problem with transfer transactions between bank accounts

Options
dirkscott
dirkscott Member Posts: 9 Novice Member Novice Member

Hi

Have just started using the newest version of Reckon Accounts Personal Plus.

The issue I have is in relation to putting a category against transfers between two bank accounts following uploading the raw bank data via .QIF files.

in previous versions I would simply type the name of the bank account in the category section of the transaction and the software would post the other side of the transfer to the target bank account.

this does not seem to be working in the newest version and I am getting the error "transfer cancelled"

Hope that makes sense.

Could you please advise how the recording of transfers between bank accounts where the data is imported from .QIF files.

thanks

Answers

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,504 Accredited Partner Accredited Partner

    "transfer cancelled" is caused by the currency not being Australian.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com