When I make a term investment, my bank takes the capital from the checking account (withdrawal)
When the investment gives interest the next months I get the interests (deposit)
I have imported all these transactions on the checking account, but I am not sure how to have them togheter in a term account.
If I try to move transactions, I cannot, as “there are details on transactions that impede movement”.
How are these investments managed after importing the transaction data, please?
Setting up term investments after importing data
Moderator: Renato
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- Senior User
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Re: Setting up term investments after importing data
Finally, I converted the imported transactions, to "transfer" type transactions to the investment account.
Hope this helps someone in the future.
Hope this helps someone in the future.