Been happily using Financier since February 2017.
I'd like to be able to move an existing transaction from one account to another. Here's why. At least a few times a week, I'll accidentally enter a transaction on the wrong account (e.g. Credit Card A instead of Credit Card B). When I do this, I'd like to be able to move that whole transaction from CC-A to CC-B with a couple of clicks (I think I used to be able to do this in YNAB4? but I've since deleted that app so I can't check). But I can't find any way to do that in Financier. Ideally something like:
* select transaction
* Edit (dropdown) -> move to account XYZ.
Instead, I must delete (Edit->Delete) the transaction on CC-A, and then recreate it in it's entirety in CC-B.
Thanks for consideration!
-Chris
You can do this with the mobile web app which works in any browser but not currently with the main app. It's on 'the list' though.
https://app.fmobile.io
I didn't realize that the main app doesn't provide that capability. You mean I did some thing better than
@Alex?? 8)
After taking a second look, the main app does provide the ability to move transactions between accounts. If you view the "Accounts" list that contains the list of transactions for all accounts, you can edit the account that each transaction is assigned to.
Correct... It's not entirely obvious, but it makes sense once you figure it out. :) In order to move transactions from account to account, you have to change to the "all accounts" register view.
Awesome, thanks guys! :parrot: