Transfer from one account to another

Robert Nicholson's Avatar

Robert Nicholson

06 Jun, 2023 08:03 PM

How do I move money from one account to another at the same bank?

  1. 1 Posted by -Kevin N. on 06 Jun, 2023 09:05 PM

    -Kevin N.'s Avatar

    Hi Robert,

    For the transaction in the sending account, select the actual receiving account as the 'Category' for the transaction.

    Actual accounts are listed at the very top of the 'Category' drop-down list of the transaction.

    Entering the transaction as such will debit the sending account and automatically credit the receiving account.

    Here's a Moneydance KB article on the issue.

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

  2. System closed this discussion on 05 Sep, 2023 09:10 PM.

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