Account Groups
This is where you list all of your accounts where you store your money such as your bank accounts, credit/debit cards, e-money, or even your pocket money.
To add your financial accounts, go to "Settings". Then select "Account Group". Label your account group. Click "Save" to add your account.
![](https://storage.crisp.chat/users/helpdesk/website/fea84a7e8a4bd000/3_1rixhoo.png)
Transfer money stored from one account to another account.
On the "Transaction" tab, click the (+) button. Then go to the "Transfer" tab.
![](https://storage.crisp.chat/users/helpdesk/website/fea84a7e8a4bd000/1_12wy43t.png)
Select the date of transfer.
![](https://storage.crisp.chat/users/helpdesk/website/fea84a7e8a4bd000/2_4qa0ne.png)
Choose which account group you want to transfer from then select the account group you want to transfer to. Input the amount you want to transfer. Click "Save".
![](https://storage.crisp.chat/users/helpdesk/website/fea84a7e8a4bd000/3_nkbh6k.png)
You have successfully transferred your money from one account to another.
![](https://storage.crisp.chat/users/helpdesk/website/fea84a7e8a4bd000/4_25ius7.png)
Adding Account Groups
To add your financial accounts, go to "Settings". Then select "Account Group". Label your account group. Click "Save" to add your account.
![](https://storage.crisp.chat/users/helpdesk/website/fea84a7e8a4bd000/3_1rixhoo.png)
Transferring from One Account to Another
Transfer money stored from one account to another account.
On the "Transaction" tab, click the (+) button. Then go to the "Transfer" tab.
![](https://storage.crisp.chat/users/helpdesk/website/fea84a7e8a4bd000/1_12wy43t.png)
Select the date of transfer.
![](https://storage.crisp.chat/users/helpdesk/website/fea84a7e8a4bd000/2_4qa0ne.png)
Choose which account group you want to transfer from then select the account group you want to transfer to. Input the amount you want to transfer. Click "Save".
![](https://storage.crisp.chat/users/helpdesk/website/fea84a7e8a4bd000/3_nkbh6k.png)
You have successfully transferred your money from one account to another.
![](https://storage.crisp.chat/users/helpdesk/website/fea84a7e8a4bd000/4_25ius7.png)
Updated on: 05/08/2021
Thank you!