How to use Transfers

If your would like to schedule moving funds between your Accounts you can simply specify that in the Optional section. The Transfer option under your Plan allows you to select From which or To which account you wish these funds to be moved on the repeating basis specified.

For example: 

You need a regular transfer from your Spouse account to your Personal account you create a new Expense Plan on your Spouse account and in the Optional section on the Plan you select the Personal Account in the Transfers To option. You can do this also in reverse by creating an Income Plan on your Personal Account that Transfers From your Spouse Account.

That's it!