What is transfer used for?

Transfer is one of the system categories. A transfer record is used for transferring money between user's accounts. E.g. by withdrawing money from an ATM (Bank account > Cash).
Every transfer creates 2 new records within the same category "Transfer": one as an income and one as an expense. Each for a different account.

Transfer visibility can be disabled under filter settings.

How to create a transfer?

Use the small FAB button (+) on Dashboard, and then choose the Transfer option. Or, create a transfer by clicking on the small arrow icon between the Account and Category boxes on the first page of the New Record form. 
Have more questions? Submit a request


  • 1
    Reza Miradz

    how to record transfer from cash to connected bank account??

Please sign in to leave a comment.