Help linking a manual investment transaction as a transfer (edited)

maxvv

I created manually created a new investment account account. Let's call it X (the actual name is not X).

I can see X in the list of the accounts. I have logged out and in again multiple times, I have also opened an anonymous chrome page, and I keep having the problem I am going to describe.

In February 2025 I made a transfer from my Chase checking account (automatically tracked) to the actual account X. The transfer was correctly added to the transactions, but X at that time was not listed in my accounts, so the transaction was not associated to any "receiving" account.

Now, I tried to change the category of the transaction to correctly associate the transaction to X, and I got the message

Before you continue...

- We did not find a matching transaction in the account X. Click continue to create a manual transaction, or Cancel to abort

This is exactly what I wanted, but after I clicked on the "Continue" button, no additional transaction was created. At least, no transaction that I can see in the regular list of transactions.

Instead, if I visualize the page of the account X, in the tab "Transactions" I can see some simplified version of the transaction.

I also tried to create to manually create the "incoming" transaction in the account X, but X does not appear in the dropdown that allows to select the account of the transaction.

maxvv

Never mind, I was able to achieve what I wanted creating a new manual account of type "Banking".

Another unexpected behavior I have previously observed is that the balance of the previous manual investment account X appeared to be 0, even if in the page of the account, in the transactions tab, the positive transaction appeared.