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Documentation

Category Transfer

Description

Category Transfer feature is used to transfer funds between categories.

Transferring Funds Between Categories

For demonstration, let's say that we want to transfer $200 from SAVINGS category to TRIP category. Here are our current category totals (Menu > Overview):

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

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