Transferring money between accounts

You can transfer money between bank accounts, including bank and credit card accounts, using the Transfer Money window. You can also use this window to record internet or phone-banking transfers.

1	Go to the Accounts command centre and click Transfer Money. The Transfer Money window appears.

2	Enter a date for the transfer.

3	In the Transfer Money From field, type or select the account from which the funds will be paid.

4	In the Transfer Money To field, type or select the account to which the funds will be paid.

5	In the Amount field, type the amount to be transferred.

6	If you want to record the purpose of the transaction, type a description in the Memo field.

7	If you want to assign the transaction to a particular category, select the category from the Category list.

If you want to store the transaction as a recurring transaction, click Save as Recurring. Enter details of the recurring transaction in the Edit Recurring Schedule window and click Save. For more information about recurring transactions, see ‘Recurring transactions’.

8	Click Record.