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.
1
|
3
|
In the Transfer Money From field, type or select the account from which the funds will be transferred.
|
4
|
In the Transfer Money To field, type or select the account to which the funds will be transferred.
|
5
|
In the Amount field, type the amount to be transferred.
|
6
|
If you want to record the purpose of the transaction, type a description in the Memo field.
|
7
|
If you want to assign the transaction to a particular category, select the category from the Category list. For information about categories, see ‘Tracking financial information’.
|
To save the transaction as a recurring transaction, click Save as Recurring. Enter details of the recurring transaction in the Edit Recurring Schedule window and click Save. For more information about recurring transactions, see ‘Recurring transactions’.
8
|
Click Record.
|