How do I update the default debit account

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CatWomanDiana
CatWomanDiana Member ✭✭

3 years ago I had to open a new bank account. Most of the transactions I was able to change to the new one as they happened. There are some transactions - mostly when you reconcile and you want to record a payment - that still have the old "checking" account, not the "newcheck" account, and after so long a time I am no longer attuned to the transaction being debited from the wrong account until I record it. (which, of course, keeps the wrong account even when I move the transaction)

Is there a place to find all the transactions and do a global (or individual) change to the stored default? I have tried the Memorized Payee and Manage Reminders, but neither show a column of "checking" or "new checking".

Answers

  • QWinUser
    QWinUser Member ✭✭✭✭
    edited August 2023
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    x@CatWomanDiana - it would be nice if the account name showed on the "Manage Manual Bills and Income". I think that has been requested many times. But in the meantime, you can add a "Bills and Income Reminders" list that shows accounts, to your Home tab.

    • On your Home tab, you need to have the "Classic" or Main View set up. If you do it would show up to the right of "Dashboard" which is the "new" view. If you need to set it up click on the "gear" icon in the upper right and move the Classic Dashboard "slider" to the right.

    You should then see the "Classic" or Main tab.

    Click on that tab, and then the "gear" icon in the upper right. You should see Classic View and then "Customize View" below it. Click on Customize View and then you should see a set up screen.

    Locate "Bill and Income Reminders" and then Add it to the "Chosen items" on the right, and then hit "Save".

    You should now see the "Bill and Income Reminders" list on your Main View tab. The account names aren't there on the list by default so you need to add them. Click on the "gear" icon on the upper right of the list, and then click on "Show account in Bills list". You should then see a checkmark by this option.

    You should now have a Bill and Income Reminders List with account names on your Home tab - Main View that you can use to verify and correct Accounts that the bills are drawn from.

  • QWinUser
    QWinUser Member ✭✭✭✭
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    @CatWomanDiana - I forgot to mention that for your review, I think the best view option is "All - By bills and deposits". Be aware though that in this view, "Bills" come first in the list and then "Deposits" are grouped below the Bills. Sometimes if you have a long list, the Deposits are easy to miss.

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