Account Transfers

ddrake51's Avatar


05 May, 2023 01:02 AM

I'm considering switching to Money Dance after years of Quicken, along with a separate program to handle my Canadian banks.

I have a question about how to record a transaction from one bank to another bank....For the moment, let's assume they both use the same currency.

I see options for income or expense categories, but transfers from one bank to another don't fit either category.


  1. 1 Posted by -Kevin N. on 05 May, 2023 01:07 AM

    -Kevin N.'s Avatar

    Hi Douglas,

    Take a look at the following Moneydance KB article regarding transfers.

    -Kevin N. (not a member of Moneydance Support)

  2. 2 Posted by ddrake51 on 05 May, 2023 01:38 AM

    ddrake51's Avatar

    Thanks.. I didn't have the other account setup yet, so it was "invisible "
    I on a trial account

  3. Maddy closed this discussion on 05 May, 2023 01:52 PM.

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