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How do I transfer amounts?
How do I transfer amounts?

Transfer amounts between accounts and names

Becky Watson avatar
Written by Becky Watson
Updated over a week ago

You can transfer amounts between accounts or between names.

Transfers between accounts

The most common transfer is between accounts without reference to names. For example, if you have a general or miscellaneous account, you might want to transfer underspend from a visit or trip to this account.

  1. Select Transactions > Transfer Between Accounts.

  2. Select the Transfer From account.

  3. Select the Transfer To account.

  4. Enter the Amount that you want to transfer.

  5. Enter the Date of the transfer.

  6. Enter the reason for the transfer in the Notes field.

  7. Click Transfer.

Transferring a negative balance

You can only transfer positive balances, so if you want to transfer the negative amount in one account to another, do it the other way around, as follows:.

  1. Select the account you want to transfer the negative balance to in the Transfer From field.

  2. Select the account you want to transfer the negative amount from, in the Transfer To field.

  3. Enter the amount you want to transfer as a positive amount.

Transfers between names

Transfer between accounts and/or two different names.

  1. Select Transactions > Transfer Between Names.

  2. Select the Account From.

  3. Select the Name From.

  4. Select the Account To.

  5. Select the Name To.

  6. Enter the Amount that you want to transfer.

  7. Enter the Date of the transfer.

  8. Enter the reason for the transfer in the Notes field.

  9. Click Transfer.

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