To begin with, in the THEN section, select Mark As by clicking on ‘Assign category’ - You will have the option then select Transfer, Credit card payment or Personal. For Transfers and Credit card payment you need to specify the following: 

  1. Type of transaction - whether the transaction is Money in or Money out needs to be specified. 

  2. Occurs in - the bank account the transaction belongs 

  3. Transferred to/from bank or card account