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Restructure Conversation

In some cases, you want to restructure a conversation by dragging and dropping a transaction and its subtree, if it has one. You restructure conversations in both the graph and tree views.

Follow these steps:

  1. Drag a transaction to the transaction that you want to be the new parent transaction.

    diagram_restructuringConvo1

    As you drag the transaction, it displays the symbol for "not possible."

    When it is possible to drop the transaction, the "not possible" symbol disappears.

    diagram_restructuringConvo2

  2. Drop the transaction on the appropriate parent transaction.

    The transaction and any transactions in its subtree move below the new parent.