transfers

Christopher Hosford's Avatar

Christopher Hosford

10 Apr, 2023 05:40 PM

Hello -- I like to transfer funds to "dummy" accounts for things like vacation expenses or estimated taxes upcoming. How can I do that in Moneydance? I'm trying to set up Reminders and see no options for transfers between accounts. Please advice ... I'm in a trial period with Moneydance, and want to know how to do this critical element before committing to the platform. Thanks.

  1. 1 Posted by Stuart Beesley ... on 10 Apr, 2023 07:02 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Where it says category, enter the transfer account.

  2. System closed this discussion on 10 Jul, 2023 07:10 PM.

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