DebraAnderson's avatar
Experienced Partner
12 years ago

Bank rules: Setup a rule for transfer money transactions

Hi guys,


Could we pleeeeease have the ability to set up transfers between bank accounts as a rule.  If a business has a chq account, a tax/savings account and a credit card it would be awesome to be able to set up a rule that automatically allocates these rather than having to go into the 'transfer btw accounts' and match the transactions.


Thank you muchly,

Debra Anderson

Legally BAS Pty Ltd




  • Hi Debra

    This is quite easy to achieve by using a unique reference when entering transfers in internet banking and a clearing account. I use the reference "regular transfer" for any interaccount transfers. Then I have a rule then picks up this phrase in bank feeds and allocates both transactions to the clearing account.


    Hope this helps


  • ELC-Leo's avatar
    Experienced Cover User

    I've also wanted this for years and years. For us, it would be more frequently used than then Spend Money and Receive Money rule functions. 

    Thanks for your consideration.