HomeBank User manual

Transfer selection dialog

The transfer selection dialog is used to pick a target transaction for transfer transactions.

Dialog call

This dialog may pop-up when you change a transaction type to transfer and HomeBank detect some potential target transaction to link to this transfer.

Using transfer selection dialog

Source transaction

Display the transaction detail that triggered this pop-up

Select an action

create a new transaction will choose to create a new transaction and ignore the transaction proposed into the below list.
select an existing transaction will link the actual transaction to the selected one as the transfer target.

Target match transaction

list of transaction that may match the source transaction you just changed as a transfer.

The matching criteria are: