I have tries searching but cannot find any posts around this, but if there is please point me in the right direction.
Is there a way for moneywiz to automatically mark transfers between account against each other?
The scenario is (simplified):
At the moment MoneyWiz shows me more income than I earn: namely it shows my salary as an income, and the payment to the credit card as an income. which is not correct.
I can manually go into the offset account find the transfer transaction and make it a transfer type, which now creates a new transaction in my credit card account, So now I have to delete the original payment to the credit card to get everything to balance again.
Am I doing something wrong?
If not can I suggest a feature in which when you make an transaction as transfer to another account the system displays some intelligent suggestion to what the opposite transaction might be? This could be a combination of amount, and date (+/- 5 working days as an example)
You're doing everything correctly :) At this time, we're unable to import transfer transactions as "transfer" type in MoneyWiz as we don't receive enough (and reliably) information from banks to be able to identify where the transfer is aimed at/from. You need to convert the imported transactions to transfers manually then delete the remaining other side of the "transfer".
We're aware it's not perfect solution but it's the best we could do at the moment. It is something we keep thinking about but we don't have any estimates for a fix just yet.
Thank you Pawel,
Working for an ERP vendor, and helped designing our Bank Reconciliation Module which is not that dissimilar.
We in basic terms, have 3-4 parameters to do auto matching, of which 2 would/should work for you.
1: Grace period (how many days +/-) you want to try and find a matching transaction.
2: The Amount
Based on the 2 parameters above, you would have a suggestion for the end-user to choose from. We can call semi-automatic :-)
I'll note your comments and suggestion! :)
I want to add a category to my TRANSFERS, but can find no method to achieve this.
At the moment I just add a comment.
What I would like is for a category to be assigned, either automatically or Manually,
as is possible with Expenses and Income.
For an example if I make a Transfer from my checking account to my Credit card account
I would like the category to show "Monthly Credit Card Payment" or something of that nature.