How to setup transfers

You can set up automatic transfers in Wallet, for example when you regularly send money from your current account to your savings account. This may show you that it is an expense, but you want to see it as a transfer.

 

Here is how to do it:

 

If you make the adjustment to your records based on your preferences, such as changing from expense to a transfer, Wallet will register that and match the future records perfectly. This is all based on information being fetched from your bank through algorithms and also machine learning technology. Please give it a while to learn your habits as this feature is intelligent and needs to learn from your adjustments.

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2 Comments

  • 2
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    Richard Martin

    I synchronize all my bank accounts with Wallet, and until now, have been able to record records, transfers and other transactions in advance or on demand for those accounts but over the last week or so, I've noticed that it is not possible to do this with any of my synchronized accounts, only my non-synchronized cash accounts.  So I can't schedule a transfer between checking accounts, future transactions that are planned or even transactions I am in the process of executing now.  This has completely eliminated my ability to plan forward.  Is there something wrong with Wallet at the moment?

    Edited by Richard Martin
  • 0
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    Dr Harsh Shah

    Not able to set up a transfer between the accounts. The accounts are not visible in the dropdown menu. Please correct this. Thanks.

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