Here's a quick guide on how to use the Mark as Transfer feature in MoneyCoach for online transactions.
Video Tutorial
Step-by-step guide
- Tap on the Online Account
- Find the transaction you want to mark as a transfer
- Swipe left and tap "Edit"
- Tap "Mark as Transfer"
- Select the corresponding transaction* you see suggested in the list
- Tap "Mark as Transfer"
- Congratulations, you just marked the transaction as a transfer!
Important Details
When using this feature, MoneyCoach searches for the best matching opposite transaction in your transaction list based on its date and amount compared to the online transaction you selected. This works for other online transactions in another online accounts too, but also for regular manual transactions in your manual accounts.
So just create the opposite transaction and use that to mark the online transaction as a transfer.
