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Transfers that are part of a split transaction: how to manage them? #18

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MiriamNZ opened this issue Nov 23, 2021 · 1 comment
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@MiriamNZ
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I withdraw cash while buying at the supermarket, which is a transfer to my purse (on-budget cash account).
The "Everyday" payment account has a split transaction, $24.19 groceries, $40 transfer.
This imports to Actual as $24.19 groceries, and $40 category needed.
The "Purse" account, has this transaction listed as a Transfer of $40 from the "Everyday" account. (This is accurate.)

My question is: how to fix/categorise the transfer transaction in the "Everyday" account?

To do a transfer I would have to change the split transaction into 2 transactions, I think.
I am guessing:
(1) change the split into 2 transactions, so one can be a transfer;
(2) delete the transaction already in the 'purse' account in favour of the new transaction the new transfer has created.

This is historical, obviously, but I would like to make sure I don't mess my history up as I start out in Actual.

snap_4032
snap_4031
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@kazzazed
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Apart from your solution above, you could also consider making your cash purse a category instead of on budget account. It solves it for this particular use case. However I have others where there are transfers and categories in the same transaction that I've had to split the transaction into 2. I read that Actual are planning on including this feature in the future, but you will still need to fix your historical data.

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