Feature Update

Edit Money Type on Transfer Cash Transactions

Shared by Luis • February 26, 2026

The Edit modal for Transfer Cash transactions now includes the Money Type field.

Users can change the selection between:

Principal / Income / Other (US)
Capital / Revenue / Other (Canada)

The transaction can be saved without deleting and recreating it.

If “Other” is selected, a warning message will display indicating that the transaction will be excluded from reports and may result in unbalanced accounts.

Reporting will reflect the updated Money Type selection.