Scenario:
I pay $100 from my checking account to my credit card account.
I then download transactions from both accounts and import them into Skrooge.
My $100 "payment" from checking shows up as a transaction and my $100 "payment" into my credit card account is also shown as a transaction.

When I import my transactions, Skrooge doesn't know that this is really a transfer.

I believe that this is messing up my reporting a bit. (I get a blank category with all my transfers in it.) I don't want to create a category called Transfers and put all these items in that category.

I know that Skrooge has a transaction type of "Transfer". I'm thinking that these "payments" need to be converted to a Transfer. I know that I could go through each item and recreate it as a Transfer and delete the original Transaction.

I'm wondering if there is a faster way. I'd like to just highlight the item and change it to the type transfer.

Questions:
Is it possible to just convert the item to a transfer? (How is this done?)
Will converting these items to a transfer fix the reporting issue I'm seeing?

wayloncovil wrote:Scenario:
Questions:
Is it possible to just convert the item to a transfer? (How is this done?)

Yes, you just have to use "File/Processsing/Find and group transfer" or select the both operations + right click + "Group operations"

wayloncovil wrote:Will converting these items to a transfer fix the reporting issue I'm seeing?

In reports, you can hide transfers, so the answer is YES.

Regards.

Thanks.

I'll give this a try.