You will need the Full Write Financial permission to perform this action.

Go to the account register you want to move money within by going to Accounting > Entry in the left hand menu and choosing the appropriate register in the dropdown. Finally, click on the "New Fund Transfer" button.

A pop up will appear with the following fields:

Date

Required. The date the money should be moved.

Memo

Required. The reason the money is being moved from one fund to another.

From

Required. The fund the money is moved from. This will reduce the balance of this fund. Once selected, the current balance of that fund will appear.

To

Required. The fund the money will be moved to. This will increase the balance of this fund. Once selected, the current balance of that fund will appear.

How much?

Required. The amount of money to transfer. Once an amount is entered, the funds selected above will show the new balance as a result of the transfer.

Note: the system will not let you transfer more money than is available in the from fund. If you enter an amount that exceeds the available balance of the from fund, the new balance will be in red.

Once you are done entering the required fields, click on the "Save" button to perform the transfer.