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Transaction

PostPosted: Tue Jan 11, 2022 11:57 am
by Furedip
How can I transfer money from one account into other? It would be good feature when I make monthly balances.

Re: Transaction

PostPosted: Tue Jan 11, 2022 2:38 pm
by admin
There are 2 ways to move money between accounts in the app:

option 1 - manual
Add one transaction with (+) in the credit card account. The category should be "else" + "Money transfer".
Add another transaction in the same date with (-) in the bank account. The category of this transaction should also be "else" + "Money transfer".

option 2 - automatic (relevant to credit cards)
See this video:
https://www.youtube.com/watch?v=8Al3dsUr2lE
and this one:
https://www.youtube.com/watch?v=vC_0yfKvOF8

Go to the "Accounts" screen.
Press the relevant credit card and then "Edit".
Press "Advanced".
Edit the credit card policy.
Change the "credit card policy" from "manual" to "automatic". Link the credit card to the relevant account and specify the payment day in month.
Press "OK" to save changes.
Now the amount in the credit card will be deducted automatically from your bank account.

Please let us know if more information is needed.