Transfers

david.shawkido's Avatar

david.shawkido

12 Aug, 2021 01:45 PM

I have just restarted using MD and setting up a new account. I can't see an option in Categories for transfer between accounts. All the available or new options can only be Expense or Income. How do i set up a transfer category so that money moved from one account to another is not used as an income or expense in calculations

  1. 1 Posted by -Kevin N. on 12 Aug, 2021 02:49 PM

    -Kevin N.'s Avatar

    Hi David,

    If you scroll to the top of the 'Category' field drop-down list of a transaction you'll see your other Accounts listed there.

    Select the receiving Account from drop-down list. Doing so will debit the current Account and automatically credit the receiving Account.

    For more information, look to the following Moneydance KB article.
    https://infinitekind.tenderapp.com/kb/register-and-transactions/tra...

    -Kevin N. (not a member of MD support)

  2. Maddy closed this discussion on 13 Aug, 2021 12:59 PM.

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