Transfer

Transfer

1. Choose My money.
2. Choose Add transaction.
3. Choose Transfer.

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Steps

Neither account uses the budget currency. Enter the actual value recorded in your budget currency for this exchange; no market rate is assumed.

Sent and received amounts exclude the fee. Editing this form updates both the transfer and its linked fee expense; unchecking the fee removes the expense. Deleting only the transfer keeps the expense. Fees are never inferred from market rates.

1. Complete From account.
2. Complete To account.
3. Complete Amount sent.
4. Complete Amount received.
5. Complete Date.
6. Complete Reference or source (optional unless recording a currency conversion).

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What should happen

1. If requested, complete Historical book value.
2. Check From account.
3. Check To account.
4. Choose Save transaction.
5. Check Your accounts.

Worked example

Example balance: $1,000.00 − $25.50 = $974.50.

1. Choose Everyday account for From account.
2. Choose Savings account for To account.
3. Enter 100.00 in Amount sent.
4. Enter 100.00 in Amount received.
5. Choose Save transaction.
6. Check Your accounts.

Current balance: $974.50 − $100.00 = $874.50

Savings account: $0.00 + $100.00 = $100.00

A transfer moves money between your accounts. It is not income or spending.

Common mistakes and fixes

A transfer moves money between your accounts. It is not income or spending.

1. Choose Transfer.
2. Check From account.
3. Check To account.