The New Inter Account Transfer screen helps you convert separate payment and receipt transactions into proper inter account transfers.
This feature automatically finds matching payments and receipts that represent money moving between your accounts.
This screen is particularly useful when importing bank transactions that automatically create separate payments and receipts for transfers between accounts.
Instead of having two separate transactions, you can convert them into a single inter account transfer for cleaner bookkeeping.
When recording a payment or receipt that represents a transfer between accounts, categorize it to the InterAccountTransfers account.
Select the bank account where the money came from (for payments) or was deposited to (for receipts).
Once you have matching payment and receipt transactions of the same amount, this screen will display the pairs that can be converted to inter account transfers.
When matching transactions are available, a yellow notice appears at the top of the Inter Account Transfers tab.
Click the yellow notice to access this screen and convert your matching transactions.