How to transfer between accounts

Before you start

You have at least two usable cash accounts.

Steps

1. Open Transfers.
2. Add, then choose the from account, to account, amount, and date. Fill in the fee according to the requirement.
3. After save, check both accounts and Account Entries.
4. You can also click AI chat in the top right. For AI staff, choose Accounting, create a conversation, then click Confirm. Tell the AI the transfer information and let the AI add it.

![Transfers]

Done when

The transfer list has a record, and the two account balances change in the right direction.