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---
title: 'Identify and apply transfers historically'
---
These SQL scripts modify transactions as to apply [transfers](docs/Accounts/transfers.md) historically over migrated data without duplicating transactions. This is useful when you have migrated multiple accounts.
:::caution
Before executing any actions, make sure you have a complete [backup](docs\Backup-Restore\Backups.md).
:::
:::note
This process will only apply when the below conditions are met
- The two transactions are related to different accounts
- The amounts are exactly the same but inverted e.g. `-1.00` and `1.00`
- The transaction dates are within 3 days of each other
- The match only occurs once. This means transfers of equal value following the pattern below will not be applied.
`Account A` -> `Account B` -> `Account A/C`
As we cannot reliable tell the order of the transfers.
:::
## How To
1. Create a second copy of the backup
2. Extract the backup
3. Open the `db.sqlite` file with your preferred tool [sqlite3 cli](https://www.sqlite.org/cli.html), [heidiSQL](https://www.heidisql.com/), ect
4. Run the below query to first view the impacted transactions
``` sql
SELECT t.id,
acct,
a.name,
amount,
t.date,
imported_description,
t.description,
t.transferred_id,
(
SELECT id
FROM transactions s
WHERE s.tombstone = 0
AND s.id != t.id
AND starting_balance_flag = 0
AND s.amount = (t.amount * -1)
AND s.acct != t.acct
AND (
(
s.date >= t.date
AND s.date <= (t.date + 3)
)
OR (
s.date <= t.date
AND s.date >= (t.date -3)
)
)
) AS "transferred_id_new",
(
SELECT pa.id
FROM transactions s
LEFT JOIN payees pa ON s.acct = pa.transfer_acct
WHERE s.tombstone = 0
AND s.id != t.id
AND starting_balance_flag = 0
AND s.amount = (t.amount * -1)
AND s.acct != t.acct
AND (
(
s.date >= t.date
AND s.date <= (t.date + 3)
)
OR (
s.date <= t.date
AND s.date >= (t.date -3)
)
)
) AS "description_new"
FROM transactions t
LEFT JOIN accounts a ON t.acct = a.id
LEFT JOIN payees p ON t.description = p.id
LEFT JOIN accounts ta ON p.transfer_acct = ta.id
WHERE t.tombstone = 0
AND starting_balance_flag = 0
AND (
SELECT COUNT(*)
FROM transactions s
WHERE s.tombstone = 0
AND s.id != t.id
AND starting_balance_flag = 0
AND s.amount = (t.amount * -1)
AND s.acct != t.acct
AND (
(
s.date >= t.date
AND s.date <= (t.date + 3)
)
OR (
s.date <= t.date
AND s.date >= (t.date -3)
)
)
) = 1
ORDER BY DATE DESC;
```
5. Run the below query to update the transactions
``` sql
UPDATE transactions
SET transferred_id = (
SELECT s.id
FROM transactions s
WHERE s.tombstone = 0
AND s.id != transactions.id
AND starting_balance_flag = 0
AND s.amount = (transactions.amount * -1)
AND s.acct != transactions.acct
AND (
(
s.date >= transactions.date
AND s.date <= (transactions.date + 3)
)
OR (
s.date <= transactions.date
AND s.date >= (transactions.date -3)
)
)
),
description = (
SELECT pa.id
FROM transactions s
LEFT JOIN payees pa ON s.acct = pa.transfer_acct
WHERE s.tombstone = 0
AND s.id != transactions.id
AND starting_balance_flag = 0
AND s.amount = (transactions.amount * -1)
AND s.acct != transactions.acct
AND (
(
s.date >= transactions.date
AND s.date <= (transactions.date + 3)
)
OR (
s.date <= transactions.date
AND s.date >= (transactions.date -3)
)
)
)
WHERE tombstone = 0
AND starting_balance_flag = 0
AND (
SELECT COUNT(*)
FROM transactions s
WHERE s.tombstone = 0
AND s.id != transactions.id
AND starting_balance_flag = 0
AND s.amount = (transactions.amount * -1)
AND s.acct != transactions.acct
AND (
(
s.date >= transactions.date
AND s.date <= (transactions.date + 3)
)
OR (
s.date <= transactions.date
AND s.date >= (transactions.date -3)
)
)
) = 1;
```
6. Zip the `db.sqlite` file with the original `metadata.json` file
7. Follow the [restore](docs\Backup-Restore\Restore.md) process to apply these into your Actual Server instance
8. Verify your balances are correct and you see the correct transactions marked as transfers!