Bank transfers

Question asked by Marie Hughes 9 years ago

Is there any way I can see a list of just my bank transfers?

4 Replies

Just discovered this - if you do a transaction report of the bank account and download it as a csv, there's a heading for transaction type "ptype", with all transfers out being TP and transfers in TR, so you can sort on these.

I'm 99% sure the answer is no i'm afraid.

Just discovered this - if you do a transaction report of the bank account and download it as a csv, there's a heading for transaction type "ptype", with all transfers out being TP and transfers in TR, so you can sort on these.

And that's exactly why you should always leave the 1% window open!

Great work Paul...

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are