How to record a transfer

A transfer moves money between two accounts: an outflow on the source and an inflow on the destination. One primitive covers card payments, sweeps, and intercompany moves.

1. Open Transfers in the environment.
2. Pick the source account (money leaves) and the destination account (money arrives).
3. Enter the amount and date; save it as a one-off, or as a recurring transfer definition with its own recurrence.
4. For a recurring transfer, generate its occurrences the same way you generate a forecast definition.

To pay a card, transfer from an asset account to the liability card. That payment is when cash actually leaves.

In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.