Did you know that when we move money from one account to another we are not generating income or expense? In reality, we are making a transfer. There is a specific functionality for this type of movement in Mobills. It is called Transfers between Accounts.
***
To make a transfer between accounts, you must fill in some information which are:
- Required fields:
- Amount: The amount to be transferred must be entered;
- Date: The transfer date must be the same as the current or previous date. It is not possible to create transfers in the future;
- Source account: Account where the money will come from. Remembering that if the account has no balance, it will have a negative balance;
- Destination account: Account that will receive the money from the transfer.
- Optional fields:
- Observations: Is there anything else you want to remember about this transaction? Write more information about it in this field;
- Tags: Tags can be used to group your transactions.
Now that we know the fields of a transfer, come with me and I will give you a step by step on how to create a transfer in Mobills!
Creating a Transfer
On the Mobills iOS home screen, tap the button [
] and then tap "Transfer" [
]:
Then, enter the transfer information;
After entering the data, tap Save. There, your transfer has been done!
On the Mobills Android home screen, tap the button [
] and then tap "Transfer" [
]:
Then, enter the transfer information;
After entering the data, tap the confirmation button [
]. There, your transfer has been done!
On the Mobills Web home screen, click on the floating button [
] located in the upper left corner of the screen and then click on "Transfer" [
]:
After that, enter the transfer information. After entering the data, click "Save":
To view the transfer in your transactions, just access the "Transfers" screen. To do this, click on "Transactions" and then click on "Transfers":
Simple, right? Now just get the most out of your Mobills transfers! 😁