Guidelines
Transfers
In Moneyscope, transfer transactions involve moving money between your accounts. Examples include transferring funds from a checking account to a savings account.
This article provides a detailed overview of transfer transactions, including how to add, edit, and delete a transfer transaction in Moneyscope.
Attributes
| Attribute | Description |
|---|---|
| Amount | The total amount of money transferred. |
| From Account | The account from which the money is being transferred. Learn more about Accounts. |
| To Account | The account to which the money is being transferred. Learn more about Accounts. |
| Date | The date the transfer occurred. By default date will be current date, but you can select any date. If you choose a future date, the transaction will be scheduled for that date and will not affect your budget until the selected date arrives and you approve the transaction. For more details, refer to our Scheduled Transactions detailed guide. |
| Cleared | Indicates whether the transaction has been cleared. |
| Repeat | Specifies if the transaction is recurring and the frequency. Learn more about Repeating transactions. |
| Notes | Any additional information about the transaction. |
How to Add a Transfer Transaction
- Tap the + button in the bottom navigation panel.
- Select the Transfer tab.
- Enter the Amount.
- Select From Account
- Select To Account
- Select the Date.
- Choose if the transaction is Cleared.
- If the transaction will be repeating, set the Repeat attribute.
- Optionally, add Notes.
- Tap Save to add the transaction.
How to Edit a Transfer Transaction
- Go to Transactions List: In the bottom navigation panel, tap the Transactions icon.
- Select the Transfer Transaction: Find and select the transfer transaction you want to edit.
- Modify the Details: Make the necessary changes to the amount, accounts, date, cleared status, repeat frequency, or notes.
- Save Changes: Tap the save button to update the transaction with your changes.
💡 You can swipe right on the transaction to change its cleared state.
How to Delete a Transfer Transaction
- Go to Transactions List: In the bottom navigation panel, tap the Transactions icon.
- Select the Transfer Transaction: Find and select the transfer transaction you want to delete.
- Delete the Transaction: Tap the delete button to remove the transaction from your records.
💡 You can swipe left on the transaction to delete it quickly.
