I have a new suggestion to solve the problem of depositing and withdrawing from the bank account.
Is it possible to add a checkmark in the transaction that is (this transaction is an Inter Account Transfers)
or another solution
Place a button to transfer or copy this receipt to (Inter Account Transfers section), such as the button to copy this invoice to a new sale invoice.
I think it will solve many problems.
And add Uncategorized transaction in Inter Account Transfers section.
Thanks in advance.
Countless variations of your suggestion have been requested previously. Your idea is certainly not new. The problem is that an inter account transfer requires information from two separate company cash or bank accounts. When you enter a transfer manually, have all necessary information and can enter the debit and credit in the appropriate accounts. In that case, you have no need for a checkbox or button. You simply create the inter account transfer.
When you import a bank statement, however, you only have half the necessary information, either a withdrawal or a deposit. And designating half of the transfer as being part of an inter account transfer still leaves you with the task of identifying the matching transaction in the other cash or bank account when you import its statement. Just because another transaction might also be designated as part of an inter account transfer does not mean it matches the first transaction. That requires correspondence between payers and payees, equality of amounts, and proper sequencing of dates.
A better way to handle this is through a clearing account, as explained in the Guide: Post inter account transfers from imported bank statements | Manager. This way, the task of matching transactions is avoided entirely, because debits and credits offset in the the total balance of the clearing account.
There is also a related topic in the ideas category that would cover this. But you will notice it has been there for more than two years without action. Improving on what already exists in this respect is not so simple as you may first assume. When combined with good receipt and payment rules (formerly referred to as bank rules), the existing capability is actually quite good and simple to use.
I am closing this topic. Further discussion should occur at the link immediately above.
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