Here is some information on this feature of the program:

quote:

---

From Navigator Online Help:
When you use the automatic transfer method of moving amounts between accounts, you need enter only a single transaction. When you do, FN automatically:

1. Creates a temporary entry in the selected transfer clearing account for the amount of the transaction in the originating account
2. Creates a balancing entry from the transfer clearing account to the target account. This transaction has a memo identifying it as a transfer transaction.
3. Zeroes the balance in the transfer clearing account.

To use this method, you must already have set up at least one transfer clearing account and activated the Transfer Clearing Account option in Transaction Activity Options. Furthermore, both accounts must fall under one of the following categories:

• Cash on Hand
  
• Checking Accounts
  
• Money Market Accounts
  
• Savings Accounts
  
• Brokerage Accounts
  
• Escrow Account
  
• Short-Term Receivables
  
• Cash Account/Business
  
• Checking Account/Bus
  
• Money Market/Bus
  
• Savings Accounts/Business
  
• Accounts Receivable/Bus

• Credit Cards
  
• Accounts Payable
  
• Bank Credit Line
  
• Credit Cards/Business
  
• Accounts Payable/Bus
  
• Accrued Expenses/Bus
  

Each account must also have one of the following format types:

• Bank Accounts (2)
  
• Accounts Receivable (29)
  
• Accounts Payable (36)
  
• Credit Cards (35)
  
• Bank Line of Credit (37)

---

If you want Automatic Transfer to happen but you don't want it to happen for certain transactions, review the lists above. Change either the format type or the category of one of the accounts involved in the transaction, and Automatic Transfer will not take effect.

------------------
Renée Trudeau
Financial Navigator Service Provider