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Link a transfer

Connect a withdrawal on one account to the matching deposit on another so Big Picture Money treats them as a single money movement.

Prerequisites​

  • Big Picture Money is unlocked
  • Both transactions already exist in the register (from import or manual entry)
  • Neither transaction is already linked to another transfer
  1. Under Transactions, click Transfer review (or follow the prompt after import).
  2. In Suggested links, review the proposed pairs — each shows both accounts, dates, amounts, and why they match.
  3. Click Accept on a pair, or select several and click Accept selected.
  1. Open the account register that contains one side of the transfer.
  2. Click the transaction row (or its Transfer · Unlinked badge).
  3. Click Link transfer….
  4. Search or browse for the matching transaction on the other account (same amount, opposite direction, similar date).
  5. Click Link.

Expected result​

  • Both transactions show a Transfer badge with the other account name
  • Categories update to Transfer Out / Transfer In (or the appropriate transfer subcategory, such as Credit Card Payment on the checking side)
  • Account balances are unchanged by linking (only classification changes)
  • The pair no longer appears in Transfer review suggestions
  • Spending reports do not count the linked pair as new spending
  1. Open either linked transaction.
  2. Click Unlink transfer.
  3. Confirm — both rows keep their amounts and dates but lose the link; you may recategorize separately.