I have a similar issue. I’ve had to add historical transactions as I only had details on a pdf bank statement. Now I have a load of ‘cash’ transactions which should be ‘account’ transactions. I am wanting to split a number of these but as cash transactions it won’t let me.
The main thing I would like to know is how to change the account of any transaction from ‘cash’ to ‘account’.
Manually added transactions are automatically posted under Cash, Simon.
Using the split function is also not available for cash or manually added transactions.
You'll want to import your historical banking transactions as a CSV file so you can select an account. You can also look for a third-party app that can help you convert the PDF bank statement into a CSV file.
Once converted, follow these steps on how to import the file:
Click the Gear icon in the upper-right hand corner, then select Imports.
Look for the correct account and click Import older transactions beside it.
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