Transfer between general account and savings account

Hi I have just started using quickfile (previously Sage). I have two bank accounts - one general and one savings where money is put aside for VAT etc. How do I transfer money between these accounts correctly. ie when I need to transfer say £2000 from savings to general account.

Hello @Joelle

Welcome to QuickFile! :slight_smile:

If you enter a payment into one of the bank accounts, then just click Tag Me!, and select transfer between accounts and follow the steps.

This will also create a matching transaction for you in the other account too.

Hope that helps!

Thank you - that works!

1 Like

This topic was automatically closed after 7 days. New replies are no longer allowed.