Bank Account Transfers

Hi, I can’t seem to find a solution to this with Quickfile but maybe you’ll be able to help. I have 4 bank accounts set up. One main one and three subsidiary/savings accounts all within the same bank. How do I show a bank transfer from one to the other?

Thanks in anticipation,

Stuart

When you click the “tag me” button by a transaction in one account you should get an option to tag it as a transfer to or from (as appropriate) another account. If you don’t have any automated feeds to create the untagged transactions for you then you’ll need to create one end of the transfer “by hand” using the + New Transaction button at the top, then when you tag it the other end will be created automatically. If you do have automated feeds for both ends (so you’re seeing both ends untagged) then as long as the dates match you should get the option to link the two as part of the tagging process.

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Thank you Ian. That’s very clear and logical. I’ll give it a try this morning (UK) and feedback to you :+1:

That was successful :blush: Thank you for your help, Ian.

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