New Transfer

How to record the movement of funds from one account to another.

Account Details Page

On the Accounts Details Page select the menu and choose the New Transfer option.

Alternatively you can use the Alt+N shortcut.

New Transfer

Transfer Dialog

This will bring up the Transfer Dialog.

New Transfer Dialog

Select the account to transfer funds into and set the correct date.

Transfer Dialog Select To Account

Set the correct amount, add a payee and memo and click OK.

Transfer Dialog OK

Account Details Page

The Account Details page will show the transaction and the correct balance.

Account Details
Last modified July 15, 2020