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Change the order of transactions RRS feed

  • Question

  • Hi folks,

    Is there any way of changing the order of transactions on a checking account on the same day? Most banks credit money before they make payments but MS money seems to just put all transactions on one day in a random order.

    Please help. :-) Thanks

    Thursday, March 16, 2017 4:16 PM

All replies

  • There is only a way to do one at a time.
    Friday, March 17, 2017 1:48 AM
    Moderator
  • If the date is the same, my version stores them in the order entered.
    Friday, March 17, 2017 2:16 AM
  • How do you do that?

    I download files from my bank but want to change the order so that deposits come first. Thanks

    Monday, March 27, 2017 7:40 PM
  • How do you do that?

    I download files from my bank but want to change the order so that deposits come first. Thanks

    Change the order of a transaction in an account register:

    1. Right-click on the transaction that you want to appear later.
    2. Choose CopyToAccount
    3. That brings up an Account pop-up window, select the account, and click OK.
    4. Delete or void the original transaction. If doing OFX imports, Void may
    be better to avoid having to match the transaction if you reload the same
    transaction.

    Note that the Account pop-up list is alphabetical. If you want to do
    several with the same account, you can temporarily rename the account.
    If you have Woodside Bank, that could become _Woodside Bank. It would come first.




    Monday, March 27, 2017 7:54 PM
    Moderator