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.
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 11 months ago