Transfer Rules

Transfer rules move money from one of your accounts to another. This lets your forecast reflect cash movement without changing your total combined balance across accounts.

When creating a transaction rule, enable the Transfer option and select the destination account. The source account is the account where you are currently adding the rule.

Transfer rules are a Pro feature. If you are on the free plan, you can still create regular income and expense rules, then upgrade when you are ready to model inter-account transfers.