When reviewing transactions from your linked bank account or credit card, look for the option to categorize the transaction.

Select “Transfer” as the category for any payment made from your bank account to your credit card. This ensures the transaction is not counted as income or expense, preventing double-counting and keeping your records accurate .

This method applies to all transfers between accounts, including credit card payments and loan movements, so your cash flow and profit/loss reporting reflect only actual income and expenses .

In the transaction review screen, you can also add notes or attach receipts for documentation .