Your cash plan's checking account

Intro Moving money Consolidating money
Intro Editing a transaction Voiding a transaction Entering a fee/writing a check
Intro Entering an income deposit Entering an "Other" deposit
Intro Balancing with a transaction file Balancing with a statement When a statement doesn't balance Making a transaction file map


Index

Your cash plan's checking account

Checking account

Consolidating money 

The consolidate money feature in You Need A Cash Plan is used to:

  • reallocate money from multiple ledgers to one other ledger;
  • record the withdrawal of money from the checking account (from multiple ledgers) by means other than writing a check.

This feature cannot be used to remove money from the Allowance ledger.

The general steps for consolidating money are:

Click on the Ledgers button

In the Checking Account slider, click on the Ledgers button to open the Ledgers window.

Ledgers window

In the Ledgers window, click on the Consolidate money button to open the Consolidate Money window.

Consolidate Money window

In the Consolidate Money window:

  1. Select the Date.
  2. In the Amounts being consolidated column, build the list of ledgers, with amounts, from which money is being consolidated. The options for building this list are below.
  3. Select the external destination or ledger to which the consolidated amount of money is being moved.
  4. If needed, enter a Memo for the consolidation.
  5. Click on either Move & Do More or Move & Exit
Serious? message box

In the Serious? message box, click on the OK button.

Building the center consolidation list

To move the full amount from a ledger listed in The money is coming from list, double-click on the ledger.

To move less that the full amount from a ledger in The money is coming from list:

  1. Click on the ledger to show the right-pointing arrow;
  2. Click on the right-pointing arrow to show the Consolidate Money dialog box;
  3. Enter the amount being moved from the ledger and click on the OK button.

To remove a ledger from the center Amounts being consolidated list:

  1. Click on the ledger to show the left-pointing arrow;
  2. Click on the left-pointing arrow.

A ledger that has been added to the center Amounts being consolidated list cannot again be chosen in The money is coming from list. To change the amount being moved from a ledger, first undo the ledger from the center list.

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