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 BankTree Personal Finance 3.0 – Transfer Transactions

Solution

Transfer transactions

  • A transfer transaction allows you to create a single transaction between two accounts. The transaction will create the Paid Out record and the Paid In record between the accounts.
  • To enter a transfer, select the account for the transfer from the category drop down list. The transfer accounts are listed at the bottom of the list of categories, and have a blue icon with the transfer symbol next to them
  • Enter either the Paid In value or the Paid out value and save the transaction, the transfer record is created automatically.
  • Amending the date or amount for a transfer in one account will automatically amend the details for the transfer in the other account.
  • You can also create a transfer record in a split transaction. Similar to a normal transaction select the transfer account from the list of split categories, on the split transaction entry screen.
  • To find the opposing transfer record for a given transfer, edit the entry and select go to transfer.
  • You can also schedule a transfer, edit the given transaction and select make recurring.
 
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