Using Transfers to move funds between Plans

Overview

If you’d like to schedule fund movements between your accounts, you can easily do so using the Optional section when setting up a Plan. The Transfer option lets you choose either from which or to which account the funds should be moved, based on the repeating schedule you’ve set.

Example:
If you regularly transfer money from your Spouse account to your Personal account, simply create a new Expense/Outflow Plan on your Spouse account. Then, in the Optional section, set the Transfers To option to your Personal account.
You can also do this in reverse by creating an Income/Inflow Plan on your Personal account that Transfers From your Spouse account.

That’s it!

P.S. While single transactions with transfers aren’t currently supported, you can create a Plan with a frequency of Once Only to achieve the same result.