Whenever a new account is created in the Money Tracking application, a special category is automatically created specifically for account transfers. Such categories are indicated by square brackets, ie. if you define an account called CHECKING, a category [CHECKING] is created automatically.
A transaction can be created automatically when the destination account is given in the CATEGORY field (eg. [CHECKING]). The user is asked whether a corresponding destination transaction should be created automatically. If the source transaction is a debit, the destination transaction created automatically will be a credit, and vice versa. When the destination transaction is created, the text “TRANSFERRED DATA” appears in the MEMO field.
The following example assumes that accounts called CHECKING and MASTERCARD have been created. If you enter the following transaction for a $250 check submitted as a credit card repayment, the Money Tracking application will automatically create a corresponding $250 deposit into your credit card account:
1.Press MONEY TRACKING repeatedly until you see the CHECKING account Index view.
☞If you pass the CHECKING account by mistake, press
2nd MONEY TRACKING to move through the accounts in the reverse order.
2.Press NEW to start a new Money Tracking transaction for that account.
The new transaction window appears, with CHECKING as the ACCOUNT NAME.
3.Select PAYMENT in the TYPE field, and all of the other fields as usual, except the CATEGORY field.
4.Enter 250 for the AMOUNT and move to the next field.
5. In the CATEGORY field, press ˜ and select the [MasterCard] category from the list (note the square brackets), then press ENTER to close the list.
☞You cannot transfer data from and to the same account. For example, when you are entering a CHECKING account transaction, you cannot specify [CHECKING] as the category. If you do so, a warning message will appear, asking you to check the Category field.
6.After ensuring that all other fields are entered as necessary, press ENTER to store the transaction.
A message then appears informing you that a corresponding destination transaction can be created in the transfer account.
