Banking

To transfer funds (Spend Money window)

The Spend Money window should be displayed.

  1. Choose the checking account from which you will transfer the funds. (This checking account will be credited; the balance of this checking account will decrease.)


  2. In the Check No. field, enter a word or phrase to describe the transfer. (You don't need to use a check number.)


    Note:  For a cash or electronic payment, you may want to replace the check number with letters or words
  1. In the Amount field, enter the amount of the transfer; this is the amount by which the balance of this checking account will decrease.


  2. Using the scrolling list, enter the checking account(s) that will increase when you transfer the funds; this checking account will be debited.


  3. Enter the amount(s) of the transfer in the Amount column; these are the amount(s) by which the balance(s) of the checking account(s) will increase.


  4. Complete the other fields in the Spend Money window as you would for any other Spend Money transaction.


    Be sure to mark the Already Printed selection to indicate that you don't want this transaction to appear on your list of checks to be printed.
  1. Click Record to record the transaction.


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