atm withdrawals become cash account deposits
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Melissa Wilson
When I make a withdrawal from the bank it should function like a transfer into a cash account and then I should be able to access the cash account and monitor / add transactions there
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Max
I have a feeling this was the point of the Create A Transfer button on transactions edit but having to do that manually is going to be tedious. Making it a rule action would solve everything.
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Melissa Wilson
Max .thanks so much. I come from an envelope system mindset and so I want to keep track of my cash spending after it's withdrawn.
This create a rule looks interesting. I am not sure if I fully understand how to do it but i will try it.
How do I separate the account for cash since the checking account is also considered a cash account?
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Max
Melissa what I did was create a physical cash manual account. Think of your wallet/purse as a bank account that you have custody of instead of Chase or whoever. Count up whatever you have on hand in there at the time you open it and set that as the balance. Then subsequent transactions will update it accordingly. And if you set the default account toggle on it will be used by the add transactions button on the Transactions register page instead of the "cash transactions" account that doesn't really have any management capability.
