"Transfer" Action Button on Bills & Income screen

Sid C

What is the function/use case of the "Transfer" action button that is showing for some payees on the Bills & Income screen? I can't find documentation in the Help file or release notes. Thanks!

John_in_NC

Hi, Sid:

It is for when you have the scheduled transaction set up as a transfer. For example, I have one because I move $ from Savings to Checking each month.

These don't have to be setup to do this electronically (Bill Pay, via Direct Connect, etc.) It merely indicates moving money between accounts. (So, technically, it really isn't a bill or income.) 

John_in_NC

Hi, Sid:

It is for when you have the scheduled transaction set up as a transfer. For example, I have one because I move $ from Savings to Checking each month.

These don't have to be setup to do this electronically (Bill Pay, via Direct Connect, etc.) It merely indicates moving money between accounts. (So, technically, it really isn't a bill or income.)