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Account Transfers

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ddrake51

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.

Thanks

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

   

   Hi Douglas,

   Take a look at the following Moneydance KB article regarding transfers.
   https://infinitekind.tenderapp.com/kb/register-and-transactions/tra...

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

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

   

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

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