Move money between accounts

When money moves between your own accounts — you bank the cash box, top up a reserve account or pay off the business card — record a transfer. Both accounts’ balances change and both registers show it. Nothing is counted as income or spending.

Who can do this

Owners, and Staff whose Team has Record transfers and other money in or out. You need at least two active accounts.

1. Open the dialog — On Banking, press Transfer. You can also choose Transfer from an account’s row menu, or from Record in its register; that account is already chosen as From.

2. Choose the accounts — Under From, pick the account the money left. Under To, pick the account it went to. To pay off a card, choose the bank as From and the card as To.

3. Enter the details — Fill in the Amount, the Date and an optional Reference.

4. Press Move money — Spine asks first: “Move $500.00 from Cash in Hand to Bank Account?” with your amount and accounts, and says both balances change on that date.

5. Confirm — Press Move money. The toast says what moved, from where and to where.

The Transfer between accounts dialog with From, To, Amount, Date and Reference

What happens next

The transfer appears in both registers. If a register is open, it refreshes in place.

Check the accounts

The same account can’t be on both sides; Spine says “Choose two different accounts.” A transfer dated in a closed period is refused, because that period’s books are locked.

Delete a transfer

Open the transfer from either register and press Delete transfer in its drawer. Spine asks first. Confirm, and a reversing entry is posted today, so both accounts go back to their balances before it. The transfer stays in both registers, marked deleted.

A transfer that’s part of a finished reconciliation can’t be deleted until you undo that reconciliation.