transfering funds from current to credit card accounts

Dave's Avatar


06 May, 2016 03:12 PM

I'm trying out Moneydance having previously used Quicken - apologies for what I expect is a very basic question.

In Quicken when I want to record the payment of my credit card account from my current account I click on the "transfer" box and get a pop up window to complete details of how much money I want to move from the current account to which credit card account on what date.

I can't find a "transfer" button equivalent on the Moneydance screen.
How do I record moving money from my current account to credit card account?

  1. 1 Posted by Ben Spencer on 06 May, 2016 07:34 PM

    Ben Spencer's Avatar

    To enter a transfer in Moneydance go into your current account and enter the transaction as usual but for the category you must select the credit card account your want to transfer to. The credit card account will be up near the top of the list of categories. This will automatically create a linked balancing entry in the credit card account.

    Ben Spencer
    Infinite Kind Support

  2. System closed this discussion on 02 Oct, 2016 02:34 AM.

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