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Transfer money between wallets

Move money from one wallet to another without recording it as an expense or as income.

Show steps for

A transfer moves money from one wallet to another. The balance of the source wallet goes down and the balance of the destination wallet goes up.

Before you start

You need two different wallets. The form doesn’t accept the same wallet twice.

Steps

Web

The new transaction form of the web app, with the type selector, the wallet field and the amount field. 1: Select Transfer. The form now asks for two wallets and no category; 2: Choose the Wallet, where the money arrives; 3: Type the Amount; 4: Select Save.The new transaction form of the web app, with the type selector, the wallet field and the amount field. 1: Select Transfer. The form now asks for two wallets and no category; 2: Choose the Wallet, where the money arrives; 3: Type the Amount; 4: Select Save.
  1. Select + Transaction on the home screen or on a wallet.
  2. Select Transfer Marker 1. The form now asks for two wallets and no category.
  3. Choose the Source Wallet, where the money leaves.
  4. Choose the Wallet Marker 2, where the money arrives.
  5. If you like, add a Description.
  6. Type the Amount Marker 3.
  7. Select Save Marker 4.

Mobile

The new transaction screen of the mobile app, with the type selector, the date and the amount field. 1: Tap Transfer; 3: Type the amount.The new transaction screen of the mobile app, with the type selector, the date and the amount field. 1: Tap Transfer; 3: Type the amount.
  1. Tap + Transaction on the home screen or on a wallet.
  2. Tap Transfer Marker 1.
  3. Choose the Source Wallet, where the money leaves, and the Destination Wallet, where it arrives.
  4. Type the amount Marker 3.
  5. Tap Save.

Transfer into a credit card

When the destination is a credit card, the form also offers its Next payment date, suggested from the card’s due day. Keep it, change it, or tick Don't update the next payment date to leave the card’s date as it was. See Track credit card payments.

What you see

The transfer appears once in your transactions, between the two wallets. Both balances change by the amount.

When the two wallets use different currencies, see Transfer between currencies.