How do I mark a transaction as a transfer?

Marking a transaction as a transfer ensures your money is accurately tracked, showing it as moved between financial accounts rather than spent or earned. This is essential for maintaining correct analytics.

How to do it:

For Existing Transactions: open the transaction details.

For New Transactions: create a new transaction for a manual account.

Once on the transaction page:

• Beneath the amount, tap on the ‘Transfer’ button;
• The system will automatically suggest transactions that are most likely linked as transfers;
• If none match, you can manually add a new transaction;
• Select the relevant transaction and click ‘Confirm’.

If no suitable transactions are available, Grassfeld will prompt you to create one immediately.

Please note: Transactions with split categories cannot be marked as transfer.