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Transaction Detail Transfer Controls

Any transaction can be changed to a transfer. The Transaction Detail has controls to let you set the From and To accounts for a transaction. Setting both of these will create opposing transactions in both accounts.

Transfer Controls

To change a transaction to a transfer:

  1. Set the second account setting to a different account (for deposits this will be the From account, for withdrawals this will be the To account), or
  2. Set the second account to "(no transfer)" to remove the opposing transaction in the other account

You can also create a transfer by dragging one account to the other in the Accounts List.

Assigning a bucket to a transfer transaction is optional but sometimes desired. One example would be transferring money from your checking account to your savings. In this case, you might have allocated money to a "Savings" bucket and now you want to move it to the Savings account. This is when the "from" transaction will have a bucket assignment but the opposing "to" transaction would have no bucket.

See also

Transferring money
transactions
accounts