How to record a transfer between accounts in the app?

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  • Updated 2 months ago
I am new to Goodbudget and so far I am very happy with how it works. The only issue I've had is that I haven't found a way to record money I've moved from one account to another in the app. Whenever I've had to do it, I have to wait until I'm in my computer and do it through the web interface. Is there anyway to log these transfers on the app? Thanks!
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Edme y Manuel

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Posted 2 months ago

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Tiffany Kucifer

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Sure! Look for the More option (ellipses at the bottom of the screen on iOS, assume it’s similar for Android). From there you can do Envelope transfers or Account transfers on the fly. If it’s a Debt transaction though you’ll need to be on the web version. Hope this helps!
(Edited)
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Becky Huang, Official Rep

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Hi Edme,

Tiffany is right about iOS! And if you're on Android, go the Accounts tab and tap on the overflow menu (three vertical buttons) at the top right of the screen to get the Account Transfer option.