Creating a Transfer Transaction

Navigating through your financial transactions has never been easier with COUNT! Follow these simple steps to create transactions seamlessly:

1. Access Transactions: On the left-side menu, click on “Transactions.”
2. Add Transaction: On the Transactions page, click the “+ Add Transaction” button at the top right corner.
3. Select Transaction Type: From the dropdown menu, choose “Transfer.”
4. Fill in Details: After selecting the transaction type, a pop-up window will appear. Here, you'll need to input specific details:

• Description: Briefly describe the transaction.
• Amount: Enter the transaction amount.
• Date: Choose the date of the transaction.
• Transfer From: Specify the account from which the transfer originates.
• Transfer To: Indicate the destination account for the transfer.
• Notes: Optionally, include any additional notes or details related to the transaction.

5. Create Vendors and Customers (Optional): Did you know? You can create vendors and customers directly from the description field while creating a transaction. Simply click the Create a new vendor (or customer) button at the bottom of the dropdown, and COUNT will take you to the create a new vendor (or customer) pop-up where users can fill in relevant details and click "Add" for creation.
6. Create Transaction: Once you've filled in all the necessary details, review the information to ensure accuracy. Then, click on the "Add" button to create the transaction.

You've successfully created a transfer transaction in COUNT!

Updated on: 12/09/2025