kazzazed
commented
2 years ago Apart from your solution above, you could also consider making your cash purse a category instead of on budget account. It solves it for this particular use case. However I have others where there are transfers and categories in the same transaction that I've had to split the transaction into 2. I read that Actual are planning on including this feature in the future, but you will still need to fix your historical data.
I withdraw cash while buying at the supermarket, which is a transfer to my purse (on-budget cash account). The "Everyday" payment account has a split transaction, $24.19 groceries, $40 transfer. This imports to Actual as $24.19 groceries, and $40 category needed. The "Purse" account, has this transaction listed as a Transfer of $40 from the "Everyday" account. (This is accurate.)
My question is: how to fix/categorise the transfer transaction in the "Everyday" account?
To do a transfer I would have to change the split transaction into 2 transactions, I think. I am guessing: (1) change the split into 2 transactions, so one can be a transfer; (2) delete the transaction already in the 'purse' account in favour of the new transaction the new transfer has created.
This is historical, obviously, but I would like to make sure I don't mess my history up as I start out in Actual.