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Moving Transactions to Another Account
Moving Transactions to Another Account
Andre Domingo avatar
Written by Andre Domingo
Updated over 6 months ago

You can transfer all transactions from one account to another, provided both accounts are of the same type. First, go to Accounting > Accounts and select the account from which you want to transfer all transactions. Next, click the three-dot menu on the account and select Delete Account. Note that this action will not immediately delete the account if it contains transactions. Instead, you will be prompted to move the transactions to a different account.

After clicking OK on the prompt, you will be asked to select the destination account for the transactions. Once the transfer is submitted, all transactions will appear under the new account. The original account will remain intact. If you wish to delete the original account post-transfer, clicking Delete Account again will now delete it without further prompts, as it no longer contains any transactions.

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