Record a transfer between your accounts
Track money you send between your own accounts, from planned to cleared.
- Open Accounts. Under Transfer pipeline, select New Transfer.
- Type the amount, then pick the source account.
- Pick the destination. It must use the same currency.
- Select Plan Transfer. It waits under Planned.
- When the money leaves, select Initiate. It moves to In Transit.
- When it arrives, select Clear. It moves to Cleared.
Moflow never moves money. A transfer is a record in your ledger.
AccountsBalances, targets and transfers