How Do I Record a Transfer between Bank Accounts?
- Click Bank
- Click Transfer
Then enter the required information on the Transfer screen.
- Enter the Date from the bank statement
- Enter a Reference for the transaction
- Select the Sending account using the From Account dropdown list
- Select the Receiving account using the To Account dropdown list
- Add any notes using the Notes box - optional
- Click Add to save the transfer
Once entered transactions can be edited using the pencil icon on the Bank transaction List screen for the Sending Account
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