[Kmymoney] Entering "Cash Back"

Michael Taylor mfct at uwclub.net
Wed Jul 25 11:27:26 UTC 2012


Thanks, Thomas.    I hope this covers it.

Best regards,

Michael Taylor


On 25/07/12 11:31, Thomas Baumgart wrote:
> Hi Michael,
>
> cool. You need to know, that categories is just a synonym for income/expense
> account ;) So in most cases, categories work just like accounts and vice
> versa.
>
> p.s. on replies we usually keep the mailing list at least as cc so that others
> can follow the communication.
>
> Cheers
>
> Thomas
>
> On Wednesday 25 July 2012 10:47:07 you wrote:
>
>> Hi, Thomas.
>>
>> Thanks for your quick answer.    Works like magic.    I was foxed by not
>> realising that I could put an account in the space I expected to need to
>> insert a category.    The program does what I knew it had to do, but
>> could not see how.
>>
>> MICHAEL TAYLOROn 25/07/12 10:16, Thomas Baumgart wrote:
>>> Michael,
>>>
>>> On Wednesday 25 July 2012 10:03:41 Michael Taylor wrote:
>>>> I'm very new to KMyMoney v4.6.1 with Linux Ubuntu 12.04 on a Notebook
>>>> -
>>>> the final step in migrating from an elderly Desktop running on Windows
>>>> XP. Loving Linux, and liking KMyMoney a lot so far, but a lot to learn.
>>>>
>>>> I frequently get "Cash Back" from my local supermarkets, e.g. pay for
>>>> my
>>>> groceries, say £28.37, plus (up to) £50 added to the bill and then
>>>> paid
>>>> cash into my hand at the checkout.
>>>>
>>>> Recording this in KMyMoney I make a split transaction:
>>>>
>>>> Payee:         Paid to Supermarket
>>>> Category:    Groceries        £28.37
>>>> Category:    Cash Back       £50.00
>>>> Account:     Total Transaction charged to my cheque account £78.37
>>>>
>>>> So far so good.    But this process has left the £50.00 cash in limbo
>>>> instead of adding it to my "Cash" or "Wallet" Account.
>>>>
>>>> Can anyone advise me of the correct entries to make please?
>>>>
>>>> MICHAEL TAYLOR
>>> You started out the right way. Instead of using the category 'Cash back'
>>> simply use your 'Cash' or 'Wallet' account and you're set.
>>>
>>> Hope that helps.
>>>
>>> Thomas
>> SOLVED.

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