Reallocate Transactions To a Different Bank

Step 1: Cashbook Reallocation

Click Utilities
Cashbook Reallocation menu option

Step 2: Reallocate Transaction to a Different Bank

This will open the Reallocate Transactions to a Different Bank window (see picture below)
Select the bank you have incorrectly assigned the transactions to, from the drop down list in the Original Bank option

Step 3: Change to Bank

Select the bank you want the transactions assigned to, from the drop down list in the Change to Bank option

Step 4: Select Transaction

Select the transaction(s) to transfer by clicking on them, so they are highlighted

For multiple transactions that fall one after the other, click on the first transaction, hold down the Shift key and click on the last transaction. This will highlight all transactions in between the first and the last transaction, inclusive.

If the multiple transactions you require are mixed between correctly entered transactions, click on the first transaction. Whilst holding down the Ctrl key, click on the other transactions. Only the selected transactions will be highlighted.

Step 4: Confirm

Click OK. A confirmation prompt will appear
Click Yes

Article ID 993