Linked [Transfer] Transactions shown

Dick_Davis

Question - how are linked transactions shown on the Transaction view?

DryHeat

@Dick_Davis

You may recall this answer I gave to one of your previous questions about linking:

If the transactions were linked the checking transaction would have Category = "TJX Rewards MasterCard" and the credit card transaction would have Category = "Checking (Resty) [396-00170]."

So… you just have to look at the transaction in the Transaction view. If the category for the transaction is a transfer to another one of your accounts, then it is a linked transaction.

Using your previously posted image as an example, these two transactions are linked:

But these two transactions are not linked:

Dick_Davis

@DryHeat I do recall that post and found greatly useful in help to understand the link transactions, I did this mastered. Just though there was an icon that was used. Thanks once again.

SRC54

@Dick_Davis If you go to the Spending Plan, you can go to Transfers & Credit Card Payments section, and there you will see an arrow pointing to the linked transactions. If there is no arrow, then it is a one-sided transfer.

That could be what you remember seeing regarding an icon.

Dick_Davis

I want to thank all that were so patient as I learned to understand Transaction Linking. I finally got the concept, the practice and see the results. I have gone through my transactions for the month of June, they are all linked, and I am so very pleased that I finally understand the practice of the transaction linking.