Add Transfers

📚 How To Add A Transfer

• Navigate to the Add Transfer section: You’ll see options for From Account and To Account, along with the transfer amount.

• Tap the “Change” button next to either From Account or To Account to modify the selected account.
• A popup will appear with a list of available accounts under different categories. Tap on the desired account to select it. Press “Done” to confirm your selection.

• Input the transfer amount, optional note, set the transaction date.
• Click “Next: Add Tags” to continue the process.
• Add relevant tags and click the “Done” button.

• You will be directed to the Transaction History screen. Transfers will display both the From Account (amount deducted) and To Account (amount added). Here, you can see:
  • The amount transferred
  • The From and To accounts
  • Transaction date and transfer date
  • Tags (if any applied)
  • History of the transaction creation

Besides, you can also click the edit icon next to if you want to update the transaction.