Transfer between manual accounts.

jharris10
jharris10 Member
edited February 2023 in Getting Started
please add the ability to transfer between manual account.  I keep a cash account for myself and my wife.  I found no way to move from one to the other.
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Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
    Hello @jharris10,

    Thanks for posting to the Community!

    I went ahead and moved this out of Feature Requests, as the ability to perform 'Transfers' between manual accounts already exists in Simplifi. All you would need to do is use a 'Linked Transfer', which can be done by selecting the other account for the category. 

    If a corresponding transaction already exists in the other account when doing so, it will link them together. However, if a transaction does not already exist in the other account, Simplifi will prompt you to create one. 

    More details on using Transfers can be found here. I hope this helps!

    -Coach Natalie

Answers

  • Chrobrego
    Chrobrego Member ✭✭✭
    Why can't you just transfer from one account into another one?  Why so complicated?  It's almost like beta testing a product sometimes with this software. 
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