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Transferring Money Between Accounts

Money transfers between accounts are special transactions. For one thing, they don't need a bucket assigned (although you are allowed to assign one). Second, they are linked so changing one transaction amount will change the linked transfer in the other account (unless the currency is different in either account causing an exchange rate issue). Once created, a transfer can be changed using the Transaction Detail transfer controls.

Transfer Panel

To transfer money between accounts:

  1. Drag one account to another account to activate the transfer panel
  2. Type in an amount to move between accounts
  3. Optionally, change the Date, Payee, or Memo
  4. Click Add to create two linked transfer transactions

You can also create a transfer using the Activities > Transfer Money command, but you'll have to set both the from and to accounts. If you change the amount of either transfer transaction and there is no currency exchange rate difference, the inverse amount will be set on the other. Also, if you delete one transaction, the other will be deleted.

You can also set up a transfer just by selecting both From and To accounts in the Transaction Detail.

See also

Using the Transaction Detail transfer controls
transactions
accounts