I recently opened a TransferWise account and had to transfer £10 from my business current account in order to open it.
In Quickfile, I’ve created a new ‘Merchant Account’, selected TransferWise as the bank, and then tagged the outgoing payment of £10 as a transfer between accounts (selecting the new TransferWise account as the ‘recipient’).
Is there a way to see the total amount sitting in my current account and TransferWise account? So the £10 in TransferWise, plus whatever is my my current account basically!
There’s no way to single out the bank accounts, although you could use the balance sheet to view your current assets (which includes your bank balances, amongst other things).
The other option would be to create a custom report, simply adding the two balances together.
