How can I adjust the balance in a category?

odyinpdx

There is probably a more elegant way to do this, but if I had an expense that I expected someone to pay me back for, I used the Category "Reimbursable" for the "purchase" and then for the "reimbursement" . Now, at the end of the year, I have a net balance in that account of say $120 (made of up of a bunch of pluses and minuses. I want to move that balance to a different category, say "Misc" or "Gifts" (without having to recategorize the transactions).

Is this possible?

splasher

You could put in a $0 split transaction with 2 split lines. One would be a +$120 for "Gifts" and one would be a -$120 for "Reimbursable".

The transaction is a net $0, so it should not change the balance in the account that it is entered.

I'd probably be a little more truthful and make the category "Bad debts written off" versus "Gifts".

splasher

You could put in a $0 split transaction with 2 split lines. One would be a +$120 for "Gifts" and one would be a -$120 for "Reimbursable".

The transaction is a net $0, so it should not change the balance in the account that it is entered.

I'd probably be a little more truthful and make the category "Bad debts written off" versus "Gifts".

volvogirl

After you make the 0 entry I would check the category again and make sure the splits went the right way. You may need to change the signs on the entry.

odyinpdx

@splasher

"You could put in a $0 split transaction with 2 split lines. One would be a +$120 for "Gifts" and one would be a -$120 for "Reimbursable".

The transaction is a net $0, so it should not change the balance in the account that it is entered."

—Thanks. Beautiful in its simplicity.

"I'd probably be a little more truthful and make the category "Bad debts written off" versus "Gifts"."

—The honest truth would be to post it to "Rotten Kid Expense" /S

splasher

Also, mark it "R" immediately since it doesn't affect the running balance.