Tag
Transfers
- Find and fix duplicate transactionsAsk your AI to look for transactions recorded twice, see what it suggests for each pair, and fix only the ones you approve.
- Link the two sides of a transferPair the money leaving one of your accounts with the money arriving in another, so a transfer stays out of your spending and reads as one movement.
- Match a refund to its purchaseLink a refund to the purchase it came from, so your spending shows what you actually paid after a full or partial refund.
- Transfers aren't spendingMoney you move between your own accounts isn't spending. See how Pennyweight spots transfers, pairs their two sides, and keeps them out of your totals.
- A purchase shows twice (PayPal and card)One purchase appears on two of your accounts, such as a PayPal payment and the bank charge that funded it. Link the pair so it counts once.
- Undo a wrong transfer matchTwo transactions were linked as a transfer by mistake. Ask your AI to unlink them, then fix the category so each side counts the way it should.
- Totals look wrongA spending or cash flow total doesn't match your bank, comes back as two numbers or misses a ledger. Here is why each happens and how to fix it.
- After you import: balances, transfers, categoriesThree checks after you bring your history into Pennyweight. Match the balance to your statement, link your transfers, and tidy your categories.