Journal entries

Last updated June 15, 2026

A journal entry handles anything that isn’t a deposit or an expense payment: bank fees, interest, transfers between your own accounts, and moving spending from one category to another. From the register, click New → Transfer / Journal.

Simple vs Detailed

The Simple tab is the everyday view. Each row moves money From one place To another for a given amount. Either end can be a financial account or a budget category, so it covers most cases without making you think in credits and debits.

You want to record From To
A bank fee Checking Bank Fees
Interest income Interest Income Checking
Transfer between your accounts Checking Savings
Move spending to another category Office Supplies Office Equipment
Refund of an expense (cash came back) Bank Fees Checking

The Detailed tab is the traditional credit/debit view, like the journal entries in QuickBooks. Reach for it when you already think in credits and debits.

Account Credit Debit
Checking $50  
Carnival Income   $50

Transfers between accounts

Moving money between two of your own accounts (e.g. Checking → Savings) is just a journal entry with an account on both ends. It doesn’t touch any category’s Actual, so it stays out of budget-to-actual comparisons.

If your bank charges a fee on the transfer, record it as a separate journal entry against your Bank Fees category. Keeping the two apart leaves the transfer amount clean and the fee tracked.

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