
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.
To change a transaction to a transfer:
- 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
- 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.