How to transfer between accounts on DairyLogs

Transfer money between DairyLogs cash and bank accounts without booking income or expense.

Finance → Accounts → Transfer moves cash between wallets (for example till to bank). Transfers change balances only—they are not income or expense—so P&L stays clean while cash flow stays accurate.

Before you start

At least two finance accounts (cash/bank) must exist on the farm.
You need permission to manage finance accounts.

Steps

Open Accounts: Go to Finance → Accounts (/dashboard/finance/accounts) and review current cash and bank balances.
Start Transfer: Click Transfer. Choose From and To accounts, enter amount and date, and add notes if staff need context.
Confirm balances: Save the transfer and verify both account balances update. Spot-check Finance overview or Cash flow if you reconcile the same day.

DairyLogs finance accounts with cash and bank balances and transfer action — Finance accounts — Transfer between wallets

Tips

Never book a bank deposit as income—use Transfer from cash to bank.
Notes help audits when owners ask why cash moved that day.

Ready to try this on your farm? Create a free DairyLogs account and follow the same steps in your dashboard.

— FAQ

Frequently asked questions

01How do I transfer money between accounts in DairyLogs?

Open Finance → Accounts, click Transfer, select from/to accounts, amount, and date, then save.

02Is a transfer income or an expense?

Neither. A transfer only moves cash between accounts; it does not affect profit and loss.

03Why did one balance fall and the other rise?

That is expected—the from account decreases and the to account increases by the same amount.

Put this into practice

DairyLogs helps you record milk, breeding, feed, health, and finance in one place — so the knowledge on this page becomes daily action.

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