How to I book inter-bank transfers?

During account setup, the Pocket team establishes rules under Vendor Rules to categorize transactions as "inter-bank" transfers. There's no need for you to take any action to categorize these transactions.

On an ongoing basis, if you identify additional "inter-bank transfer" transactions, you can manually categorize them. Just select "inter-bank transfer" from the COA dropdown.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.