Transfer funds among base accounts?

Laurie Richards's Avatar

Laurie Richards

10 Nov, 2019 07:36 PM

I have set up two separate 'base' accounts - one for personal accounts and a separate one for my business. How can I transfer funds between the two? I'm not seeing any options in the Category to select from a different base account. Trying to come up with a workaround, but I'm stumped. Thanks

  1. 1 Posted by dwg on 10 Nov, 2019 07:50 PM

    dwg's Avatar

    I'm a fellow user.

    I assume you mean you have created two independent data sets, one for your personal finances and one for Business finances.

    Independent is the key thing here there are no linkages between separate data sets. You need to use accounting techniques here to move funds.

    In the personal finances data set you would create two new categories say, Money to Business and Money From Business. Likewise in the Business data set Money to Personal, Money from Personal (name them what you like). Now you just have to enter a transaction into each data set using these new categories to indicate the source/destination of the funds.

  2. 2 Posted by Laurie Richards on 11 Nov, 2019 05:47 PM

    Laurie Richards's Avatar

    Thank you for answering, that's what I figured. And yes you assumed correctly!

  3. System closed this discussion on 10 Feb, 2020 05:50 PM.

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