Transfers & Account Linking

Master inter-account transfers and balance management with WhatsCash AI’s atomic transaction system.

Understanding Transfers

What are Account Transfers

Moving money between your different accounts while maintaining accurate balances.

Transfer Types

• Bank-to-bank transfers
• Cash to account deposits
• Account to cash withdrawals
• Credit card payments

Creating Transfers

Transfer Workflow

Step-by-step process for recording money movement between accounts.

Atomic Operations

How WhatsCash AI ensures both accounts are updated simultaneously.

Transfer Validation

• Sufficient balance checks
• Currency compatibility
• Account access verification

Balance Management

Automatic Balance Updates

How transfers automatically update account balances in real-time.

Balance Reconciliation

Tools for correcting and verifying account balances.

Transaction History

Viewing transfer records and understanding their impact on accounts.

Advanced Transfer Features

Recurring Transfers

Setting up automatic transfers between accounts.

Transfer Categories

Organizing transfers with proper categorization.

Multi-Currency Transfers

Handling transfers between accounts with different currencies.