Create A Transfer

Use this page when the bank activity is a movement between accounts rather than income or expense.

Select Transfer Activity

Select the transaction row and choose Transfer when the activity is between bank or card accounts.

Transaction bulk action bar with transfer-related controls

Confirm both sides of the transfer, dates, and accounts before creating the transfer.

Transfer selected transaction modal with transfer-pair context

A true transfer should not be posted as income or expense.

💬

Ready to bring Wesley into your firm? Compare plans and start here: Wesley Pricing