Knowledge base

Transfer money between cash and bank accounts

Record a deposit, withdrawal or movement between your own money accounts.

Reviewed 9 October 2026

WHERE TO GO

Money → Cash or Bank → Transfer

Step by step

  1. Choose Transfer.

  2. Enter the amount and date.

  3. Choose the actual source under Move from.

  4. Choose a different cash or bank account under Move to.

  5. Enter a description and choose Record transaction.

  6. Check both accounts.

What to check

  • The source decreases and the destination increases by the same amount.

Things to know

  • Use one transfer, not a separate payment and receipt that duplicate the movement.
  • Transfers between your own money accounts do not create sales or profit.

Still stuck?

Ask Nizam for help Include your app version and the exact message you see.