Transfer date

The effective date money moved between two accounts belonging to the business.

In Solo Superstars

Where it is used: Solo uses it to match both sides of a transfer without counting the movement as income or expense.

Example

Moving $2,000 from checking to savings on May 10 creates two matching account legs dated May 10.

Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.

Also called

  • bank transfer date

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