Create a Transfer transaction

To create a Transfer transaction, follow next steps:

  1. Click on the Transactions tab: Transactions tab
  2. Click the New button: New transaction button
  3. In the transaction dialog:
    1. Select the Transfer option: Choose Transfer
    2. Fill the fields:
      • Amount is the amount to move from one account to another.

        The currency of the amount will be the same as in the From Account.

      • Date is, by default, a current date, but you can change it by entering the date in your local date format or selecting the date from the drop-down calendar: Choose date of a new Transfer transaction
      • From Account is the account from which you want to transfer money.

        You can enter some digits or symbols to use the auto-complete list:

        Choose From Account of a new Trnasfer transaction
      • To Account is the account to which you want to transfer money.

        You can also use the auto-complete list:

        Choose To Account of a new Transfer transaction

        If currencies of the accounts are the same, you may add any Tag or several Tags, if needed, in the field Enter a Tag, fill the Description field, and click the Create button:

        Create the new transaction

        If currencies of the accounts are different, you need to enter specific amounts for each account:

        The new Transfer transaction with different amounts

        Note: The application doesn’t check exchange rates, cross-courses or even equality of these amounts.

      • Tags (Enter a Tag) is an optional field for the transaction.

        You can enter one or several tags in the Tags field, or select a previously used tags from the auto-complete list. If the tag doesn’t exist and you enter a new one, it will be added to your tags list automatically after typing it and clicking Enter:

        The new Transfer transaction with tags

        Note: You can use tags to search transactions like an additional filter and use them in the Income / Expenses report.

      • Description is an optional information for the transaction: Create the new Trnasfer transaction with different amounts
    3. Click the Create button to save the current transfer and close the dialog: Created Transfer transaction Or, click the Copy button to save the current transfer and create a new one with all fields pre-filled, except Amount and Description: Copy a Transfer transaction