Help Centre

Banking > 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.
To transfer money between accounts
1
Go to the Accounts command centre and choose Transfer Money. The Transfer Money window appears.
2
In the Transfer Date field, type 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 into which the funds will be paid.
5
In the Transfer No. field, enter a word or phrase to describe the transfer. That way you will know the transaction isn’t an actual cheque when you view it in a list or on a report.
6
In the Amount field, type the amount to be transferred.
If you want to store the transaction as a recurring transaction, click Save as Recurring. In the Edit Recurring Schedule window, enter the necessary information and click Save. For more information, see Recurring transactions.
8
Click Record.

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