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What to do with transactions that are transfers to other accounts not in TaxTank

Efficiently manage transfers to non-TaxTank accounts by allocating them to Personal Categories.

Updated over a year ago

We recommend allocating any bank transactions that are transfers to other accounts not in TaxTank, be allocated to one of the Personal Categories. You can either create a custom personal category or use the standard categories like Personal Income - Other or Personal Expenses - Other.

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