Transfers Between Accounts

Managing transfers

When money is moved between connected accounts (a transfer), SortMe will automatically categorise them as 'Transfer.' This ensures that these transactions are excluded from your reporting totals, providing you with a more accurate financial overview.

Credit Card Payment Transactions:

SortMe recognises credit card payments and categorises them as 'Transfer' as long as both the credit card account and the bank account are connected to SortMe.

Manual Category Adjustment:

If you ever need to manually adjust the category of an inter-account transaction, including credit card payments, SortMe allows you to do so. Simply navigate to the specific transaction and change its category to 'Transfer' manually.