Hi,
I'm finding that I have to import statements for each of my loans, I have 3, plus my mastercard.
It would really save me a lot of time if I could set up a Bank Feed for my Loan Accoun...
Bank feeds: Loan accounts
10 years ago
We have a Loan Account with the CBA that does start with a 1. We have been getting linked feeds for this account for 2 years. My problem is that the original link was to a Banking Asset Account, so the loan amount showed up under assets. I am in the process of changing the Loan Link to a Long Term Liability Acct . My question is when the new link is approved and I assign it to the new Liability Account is there any way to transfer 2 years worth of transactions from the original Asset account?? Once the new link is set up do I just carry on from there and leave the old loan account inactive or do I try to move all the transactions that have occured over 2 years and delete the original account??? Any suggestions would be helpful.
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