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Recurring transfers between accounts #34

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opened 2025-12-28 23:24:28 +01:00 by adam · 1 comment
adam commented 2025-12-28 23:24:28 +01:00
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Originally created by @myxor on GitHub (Mar 11, 2025).

Is there a way to configure recurring transfers between accounts?

Originally created by @myxor on GitHub (Mar 11, 2025). Is there a way to configure recurring transfers between accounts?
adam closed this issue 2025-12-28 23:24:28 +01:00
adam commented 2025-12-28 23:24:30 +01:00
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@eitchtee commented on GitHub (Mar 11, 2025):

Internally a transfer is just two transactions, one expense and one income, we don't hold any special data about them. So you can create two Recurring Transactions, one Expense for the account money is coming out of and one Income for the account money is coming in, and it would work the same.

If you need something more complex, you can use Rules, as an example, I have a rule that automatically creates a "transfer" each month with my credit card payment (see #199), and updates the amount everytime I pay or delete a transaction; a bit complex, but really cool.

@eitchtee commented on GitHub (Mar 11, 2025): Internally a transfer is just two transactions, one expense and one income, we don't hold any special data about them. So you can create two Recurring Transactions, one Expense for the account money is coming out of and one Income for the account money is coming in, and it would work the same. If you need something more complex, you can use Rules, as an example, I have a rule that automatically creates a "transfer" each month with my credit card payment (see #199), and updates the amount everytime I pay or delete a transaction; a bit complex, but really cool.
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Reference: starred/WYGIWYH#34