Moving entries from one account to another

You can move entries in one account to another account of the same type. For example, you can move expense account entries to other expense accounts; bank account entries to other bank accounts.    Why would I do this?

To move entries from one account to another:

  1. Open the account that has the entries you want to move.

  2. On the Activity List for the account, check the checkbox for each entry you want to move. (Or, click the checkbox in the header to check all the entries.)

  3. In Move Entries in the sidebar, choose the account to move the entries to.

The Move to… menu only contains the accounts that are of the same type. You must choose an account to activate the Move Entries button.

  1. Click Move Entries.

  

Tips:

  1. In the message box that appears, click Undo if you do not really want to move the selected entries. WorkingPoint returns the entries to the current account.

  2. Click the name of the “moved to” account to view the Activity List for that account.

 

Related Topics

How do I add an account?

How do I delete an account or subaccount?