Account Transfers

What Are Transfers?

A transfer is a movement of funds between your accounts. For example:

• Transfer from a bank card to cash
• Transfer between cards of different banks
• Topping up a savings account

With transfers, your total balance doesn’t change - money simply moves from one place to another.

How to Create a Transfer

1. Go to the Expenses section
2. Click + (Add)
3. In the Type field, select Transfer
4. Fill in:
   • From - source account
   • To - destination account
   • Amount - how much you’re transferring
   • Currency - transfer currency
5. Click Save

Important

Transfers are created in a single currency. If you’re converting currency (e.g., rubles to dollars), create two separate records: a deduction in one currency and a deposit in another.

Accounts

Accounts are the sources and destinations of funds. They are formed automatically as you use the app. Example accounts:

• Cash
• Bank Card 1
• Bank Card 2
• Savings

Filtering by Account

In the expense list, you can filter records by a specific account to see all transactions related to it.