Documentation

Budgeting 101 Non-Recurring Expenses Getting Started Transaction Types New Transactions View/Edit Transactions Account Transfer Category Transfer Split Expense Budget Allocation Accounts Setup Budget Setup Categories Setup Terms Of Service Privacy Policy

Documentation

Account Transfer

Description

Account Transfer feature is used to transfer funds between accounts if we have more than 1 account.

Transferring Funds Between Accounts

For demonstration, let's assume we have 2 accounts: ACCOUNT1 and ACCOUNT2. Each account currently has $1000. We can see current account totals in Overview (Menu > Overview).

To transfer funds from one account to another, we need to be in Account Transfer (Menu > Account Transfer).

In this example we will transfer $100 from ACCOUNT1 to ACCOUNT2.

After transfer is made, new account totals will be reflected in Overview.