Available for:
. Android
. iOS
. Web-App
You can set up automatic transfers in Wallet, for example, if you regularly transfer money from your checking account to your savings account. The transaction will be displayed as an expense, but you will see it as a transfer.
Here is how to set up a transfer
As soon as you make enough adjustments to your records, such as switching from expenses to transfers, or categorizing and labeling records, Wallet will register it and match future records in the best possible way. This is all based on information retrieved from your bank through algorithms and machine learning. Please give Wallet a little time to understand your habits, as this smart feature needs to learn from your customizations.
Note: When a transfer is made between bank accounts that you have connected in Wallet, the application recognizes the transaction and marks it as a transfer. However, this is true only if there is a complete match of the data specified in this transaction. In some cases, banks mark the data in the transactions differently, so Wallet cannot recognize the transaction as a transfer.