Skip to main content

Moving Transactions Between Accounts

This guide explains how to move transactions between ledger accounts in Fiskl. Use this feature to correct transactions that were recorded in the wrong account, without having to delete and re-enter them.

Understanding Transaction Transfers​

In Fiskl, every transaction is recorded against a specific ledger account — for example, an expense might be recorded under Office Supplies when it should be under Travel. Moving a transaction lets you reassign it to the correct ledger account while keeping all the original details and your audit trail intact.

info

Moving a transaction only reassigns it to a different ledger account within Fiskl. If money has actually moved between two of your real bank accounts — for example, a transfer from your savings account to your current account — you should record that as an internal transfer instead. See Internal Transfers.

Why would I need to move a transaction?

You may need to move a transaction for several reasons:

  • Error correction — the transaction was recorded in the wrong ledger account
  • Account reorganisation — you have restructured your Chart of Accounts
  • Improved categorisation — you want to better reflect the nature of a transaction
  • Financial reporting accuracy — your reports need to correctly represent your financial activity
  • Account consolidation — you are merging or closing accounts
Real-world example

You recorded several business travel expenses under Office Supplies by mistake. Rather than deleting and re-entering each transaction, you can select them all and move them to the Travel ledger account in one step. All original transaction details are preserved and your audit trail remains intact.

Moving a Transaction​

caution

Fiskl only shows destination accounts of the same account type as the source. For example, moving from an Operating Expenses account will only show other Operating Expenses accounts in the dropdown.

To move one or more transactions to a different ledger account:

  1. Go to Accounting > Transactions
  2. Select the ledger account that contains the transactions you want to move
  3. Select the checkbox next to each transaction, then select Move in the bar at the bottom
  4. In the dialog, select the destination ledger account from the dropdown
  5. Read the check that appears under the destination. It lists anything the move would disturb, described in the next section
  6. Select Move to complete the action

The transactions now appear in the destination ledger account with all their original details preserved.

What the Move Dialog Checks​

As soon as you pick a destination, Fiskl checks the selected transactions and shows the result before anything moves.

  • Reconciled transactions lists the reconciled periods the selection belongs to and how many rows sit in each. Moving them marks those periods as needing attention, and they cannot be reconciled again in the source account. You must tick the acknowledgement before Move becomes available.
  • Will not move lists rows that stay behind: rows in a locked accounting period, rows the destination already holds under the same bank reference, and transfers whose other side is the destination. The button then reads Move N of M Transaction(s).
  • A note tells you when rows are linked to a payment, expense or matched transfer. They move, and the links move with them.
  • When nothing is reconciled, locked or already in the destination, the dialog says so in one line.

Moving an Entire Account​

When your selection covers every transaction in the account, the dialog adds an option headed This is everything in the account. Keep it ticked to move the reconciliation history with the transactions and archive the empty account afterwards. This is the right way to fold a duplicate account back into the original.

The history can only travel when the destination has no reconciliation covering the same dates. If it does, the dialog names the overlapping periods and explains that the history stays behind. Moved periods keep their reconciled status only if the destination had no transactions dated inside them. Otherwise they are marked as needing attention for a balance check, and the result dialog tells you which happened.

tip

To move multiple transactions at once, select the checkbox next to each transaction before selecting Move transactions.

Managing Transaction Transfers​

Viewing transaction history​

Fiskl maintains a complete audit trail showing when each transaction was created, modified, or moved. You can view this history by opening any transaction and checking the activity log.

Important considerations​

Keep these points in mind before moving transactions:

  • Account compatibility — transactions can only be moved between ledger accounts that share the same currency and account type. For example, you can move between two expense accounts, but not from an expense account to a bank account.
  • Currency matching — in multi-currency setups, the destination account must use the same currency as the transaction.
  • Locked accounting periods — if a reporting period has been locked in Settings > Accounting, transactions within that period cannot be moved. This prevents changes to reports that have already been submitted to tax authorities. Contact your accountant if you need to move a transaction in a locked period.
  • Reconciled transactions — a reconciliation remembers which transactions it covered. Moving one of them out marks that period as needing attention. The dialog lists the periods and asks you to acknowledge this before the move.
  • Bank references — a transaction the destination already holds under the same bank reference is skipped rather than duplicated. The dialog counts these under Will not move.

Fiskl maintains a complete audit trail of all transaction movements.

tip

Before moving transactions, export a report of the affected ledger accounts. This gives you a record of the state before the move for your reference.

Common Issues​

I can't see the Move option

Move appears in the bar at the bottom of the transaction list once at least one row is selected, and only on money accounts under Cash and Cash Equivalents or Credit Cards. To correct the category of a transaction rather than the account it sits in, edit the transaction or use the match and split feature instead.

The Move button is disabled

Either no destination is selected, the check is still running, every selected row is blocked, or the selection includes reconciled rows and the acknowledgement is not ticked. The dialog says which. If the check could not run at all, the dialog says so and lets you move anyway, without the reconciliation warnings.

I moved a transaction to the wrong account

Move it again. Open the destination ledger account, find the transaction, and repeat the move process to send it to the correct account. Each move is recorded in the audit trail.

Fiskl is warning me before completing the move

The dialog checks every selected transaction before the move: locked periods, bank references already in the destination, transfers into the destination, and reconciled periods. Read the lists. Rows under Will not move stay where they are. Reconciled rows move once you acknowledge that their periods will need attention. If you are unsure whether to proceed, check with your accountant before confirming.

I moved everything out of an account but it was not archived

The account is archived automatically only when the whole-account option was ticked and every row moved. If some rows stayed behind, move them separately, then archive the account from Accounting > Chart of Accounts.