adding savings and credit card accounts
can you tell me how to add accounts for cc and savings accounts that feed to the main account
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1 Posted by dwg on 06 Sep, 2025 09:09 PM
What do you mean by "feed to the main account" ?
What are you trying to achieve?
2 Posted by bheck11 on 07 Sep, 2025 12:13 PM
Gwen, if you mean something like a checking account as your "main account", just set up the various other accounts (cc, savings) as separate acounts. (See https://infinitekind.tenderapp.com/kb/accounts-and-categories in the Knowledge Base for info on doing so.)
The "feed to" part, such as monthly payments to your cc's or transfers to and from the savings account, as simply that" Tramsfer (Xfr) transactions from or to the checking account. (See https://infinitekind.tenderapp.com/kb/register-and-transactions/tra... in the KB.)
Hope that helps. As @dwg says, more details on what you need to accomplish will help with further questions.
System closed this discussion on 07 Dec, 2025 12:20 PM.