Page 1 of 1

Setting up term investments after importing data

Posted: Tue Aug 27, 2024 3:28 pm
by MlinMMEX
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?

Re: Setting up term investments after importing data

Posted: Fri Aug 30, 2024 3:49 pm
by MlinMMEX
Finally, I converted the imported transactions, to "transfer" type transactions to the investment account.

Hope this helps someone in the future.