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AaronA's avatar
AaronA
Experienced Cover User
2 years ago

Changing bank accounts transfer transactions

Hi,   We are in the process of changing Company bank accounts.  As part of this, we are moving funds between various company accounts and banks.    As part of this change, we completed the be...
  • Steven_M's avatar
    Steven_M
    2 years ago

    Hi AaronA 

     

    The way I would do it would be to use the Allocate option on the withdrawal, add in the two accounts and their respective accounts before saving. This would generate effectively a Spend Money transaction that can then be used to match to the other two transactions (using the Match transaction option for those).

Steven_M's avatar
Steven_M
Former Staff
2 years ago

Hi AaronA 

 

The way I would do it would be to use the Allocate option on the withdrawal, add in the two accounts and their respective accounts before saving. This would generate effectively a Spend Money transaction that can then be used to match to the other two transactions (using the Match transaction option for those).

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