Settlements (Debt Sync)

A transfer is a record that money moved. It can be between you and another person, or between you and a merchant. Saving it on its own leaves the expense as it was. Open the expense and settle that payment so the covered amount moves. See Settle an expense.

You start one in two places:

• On its own, from the home create sheet, the home Transfer button, or Activity on the Transfers tab. See Record a transfer.
• On an expense, with the Add transfer switch, which pays a merchant. See On an expense.

How the dinner bill becomes “Bob owes Alice” is Balances and transfers. How that payment covers the bill is Settle an expense.