Record a move between accounts

Moved money to savings or paid a card? Record it so your balances stay right.

  1. On Money, tap ⇄ Move.
  2. Enter the amount and choose From and To.
  3. Tap Move.

Moving money to a card or loan records a payment and lowers what you owe.

This records the move in Budget. Make the actual transfer at your bank too.

Accounts and your everyday account

Add checking, savings, cards, loans and pay-later plans. One everyday account drives your forecast.

Bills, paychecks and other repeating money

Set up anything that repeats, from weekly paychecks to yearly bills, and see what’s left each month.

Funds: rainy day, vacation and goals

Set money aside in labeled envelopes inside your savings, with optional targets.

Find and edit transactions

Search your activity, filter by type, and fix a transaction’s amount, category or account.