I would be great to have the ability to transfer money from one workplace to another. I have a separe workplace for my household budget and another for my personal finances
Reviewing
Feb 15, 2026
This is likely a no. But open to hearing more. Do you have the same account in both workspaces, or are they totally separate accounts?
At the end of the day, if money is leaving your budget, it needs to be tracked against a category. So you will need a category called "Personal Finance Budget" which you would assign the transactions that are transferring money to your other bank account.
This wouldn't be a "Transfer" transaction since those are strictly for transferring money within your budget.
Another question is what would happen if you deleted the other workspace? Does it delete the transaction? These are my first questions that lean me away from this feature just because there are a lot of things that get confusing if we can track across workspaces. But lmk if you have specific details.
This is likely a no. But open to hearing more. Do you have the same account in both workspaces, or are they totally separate accounts? At the end of the day, if money is leaving your budget, it needs to be tracked against a category. So you will need a category called "Personal Finance Budget" which you would assign the transactions that are transferring money to your other bank account. This wouldn't be a "Transfer" transaction since those are strictly for transferring money within your budget. Another question is what would happen if you deleted the other workspace? Does it delete the transaction? These are my first questions that lean me away from this feature just because there are a lot of things that get confusing if we can track across workspaces. But lmk if you have specific details.