Hello,

Is there a way to use the Search & Process functionality to "transform" an operation in a transfer? I usually import my monthly operations from an OFX file provided by my bank and a lot of them are, indeed, transfers. So, based on the comment field, I would like to change these operations types from "Standard" to "Transfer" and assign, at the same time, a destination account ("To Account" field). Is it possible?

Thanks in advance,
Daniel

You can not use "Search and Process" for that, but there is a builtin function called "Find and Group Transfers". It is currently located in "File > Processing", but will move in the next version to a "Tools" menu, for better discoverability

Guillaume

gdebure wrote:You can not use "Search and Process" for that, but there is a builtin function called "Find and Group Transfers". It is currently located in "File > Processing", but will move in the next version to a "Tools" menu, for better discoverability

Guillaume

What does "Find and Group Transfers" do? I've invoked it, and seen the progress bar moving and sometimes afterwards the "Save" button is active, so something has changed, but what? I can't find any changes in the list of transactions, so I always "Undo document" afterwards since I'm not sure what I've done and I don't want to commit something that I don't understand. I've searched the documentation, and still can't figure it out.

"Find and Group Transfers" tries to find transfers by looking for couple of transactions having opposite amounts and same date, and group them.
Then, these transactions are considered like a "transfer" by Skrooge.