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Transfers between accounts

Bonnie's Avatar

Bonnie

05 Jul, 2025 08:42 PM

If I log a payment to a credit card from my checking account, is there a way to link these accounts so I don't have to go in and make the credit entry in the credit card account?

  1. 1 Posted by dtd on 05 Jul, 2025 08:50 PM

    dtd's Avatar

    Put the account itself into the category. i.e. if entering the transaction in the checking account, put the credit card into the category.

  2. Support Staff 2 Posted by Ethan on 06 Jul, 2025 01:07 AM

    Ethan's Avatar

    Hello,

    You can see this process described with screenshots at: https://infinitekind.tenderapp.com/kb/register-and-transactions/tra...

    Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  3. Ethan closed this discussion on 06 Jul, 2025 01:07 AM.

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