> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/firms-agentic-general-ledger/bank-transfers.md).

# Bank Transfers

Transfers move money between two accounts — like paying off a credit card from a checking account. You can record and review these directly in Ledger.

***

### Create a Transfer Transaction

1. From your client’s **Dashboard**, go to **Accounting → Ledger.**
2. Click **Add Transaction** in the top-right corner.
3. Choose **Transfer** as the transaction type.
4. Enter transaction details:

<table><thead><tr><th width="172.1107177734375">Field</th><th width="357.267822265625">Description</th><th>Required/Optional</th></tr></thead><tbody><tr><td><strong>Reference Number</strong></td><td>Tracking or reference number for the transaction (e.g., invoice or receipt number).</td><td>Optional</td></tr><tr><td><strong>Amount</strong></td><td>Enter the amount. </td><td>Required</td></tr><tr><td><strong>Date</strong></td><td>Choose the transaction date.</td><td>Required</td></tr><tr><td><strong>Memo</strong></td><td>Internal note for context or reference. </td><td>Optional</td></tr><tr><td><strong>To/From Account</strong></td><td>Source and destination accounts.</td><td>Required</td></tr><tr><td><strong>Category</strong></td><td>Choose the correct ledger category.</td><td>Required</td></tr></tbody></table>

5. When finished entering your details, you can choose how to save:
   * **Save & Close** — Save and return to the Ledger.
   * **Save** — Save and stay on the current entry.
   * **Save & New** — Save and immediately start another transaction.

***

### View Transfer Transactions

Digits has a dedicated view for Transfers, showing:

* Total amount
* Source and destination accounts
* Memo
* Associated vendor or institution

Use **filters or search** in Ledger to find specific transfers.

{% hint style="warning" %}
Note: Accounts must be set as **Bank** or **Credit Card** subtypes in Category Manager to show in the Transfers view.
{% endhint %}

***

### Frequently Asked Questions

<details>

<summary>Can I use Transfers for inter-account payments like a credit card payoff?</summary>

Yes! Transfers are ideal for these scenarios and keep your ledger clean.

</details>

<details>

<summary>Why isn’t my account showing up in the From/To options?</summary>

Check Category Manager — the account must be a **Bank** or **Credit Card** subtype.

</details>

<details>

<summary>Will Transfers sync from connected banks?</summary>

If the transfer is recognized across linked accounts, :sparkles:Digits will attempt to match both sides automatically. Manual entry is always an option.

</details>

***

{% columns %}
{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}

{% column width="33.33333333333334%" valign="middle" %}

<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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***


---

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