HomeBank User manual

# Transfer selection dialog

The transfer selection dialog is used to pick a target transaction for transfer transactions.

## Dialog call

This dialog may pop-up when you change a transaction type to transfer and HomeBank detect some potential target transaction to link to this transfer.

## Using transfer selection dialog

### Source transaction

Display the transaction detail that triggered this pop-up

### Select an action

create a new transaction | will choose to create a new transaction and ignore the transaction proposed into the below list.
select an existing transaction | will link the actual transaction to the selected one as the transfer target.

### Target match transaction

list of transaction that may match the source transaction you just changed as a transfer.

The matching criteria are:

- currency is the same
- date +/- 2 days (since v5.3, previous was exact date match)
- amount is the same
- transaction not already a transfer