Skip to main content
Jan 28, 2019 2:17 AM UTC
Question

How do I change an expense to a transfer?

Original commenter did not share additional details

7 replies

Rustler
Jan 28, 2019 1:10 PM UTC

you can't. but you can still move the value to another account just edit the expense and change the account it goes to

Oct 4, 2019 4:33 PM UTC

Handling it that way leaves the transfer as an expense when you generate reports. If the two sides of the transfer don't both link as transfers, you should delete both transactions and create an actual transfer using the + icon. 

Sep 21, 2022 12:40 AM UTC

I'm a little late to the party but wasn't satisfied with the complexity of the provided answers.  The easy way to fix this is to go into the banking tab, click the account where the transactions are listed, choose the "categorized" tab to see all transactions already categorized, find the transaction, then click undo to the right of it.  Now go back to "for review" and change it as normal. 

Jul 11, 2023 8:37 PM UTC

This will not work if you already reconciled the account