General LedgerImprovedAI
Transfers between your own accounts, recorded once
Pick another of your bank or card accounts as the category and ZeraBooks records a transfer, pairs it with the other side and keeps it out of income and expenses.
Money moving between your own accounts is not income or an expense. Category menus now list your other bank and card accounts; choose one and the line becomes a transfer, matched with the other side when that statement is in.
Add or rename an account and transfers that were waiting for it are matched again. Autopilot also asks about unnamed checks, deposits and withdrawals in one question per type, with your own history offered first.
See it in ZeraBooksWhere this release lives today.
How transfers work