You will need the Full Write Accounting permission to perform this action.
To move money between funds within the same account register, go to Accounting > Entry in the left-hand menu and select the appropriate register from the Register dropdown. Then click Fund Transfer (two opposing arrows) at the top of the register.
The New Fund Transfer pop up will open, titled with the current register (for example, New Fund Transfer: 1000 - Checking).
Tip: This tool moves money between funds within the same account. If you need to move funds to another account, create a new register entry instead.
The pop up contains 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.
How much? - Required. The amount of money to transfer. Once an amount is entered, the From and To funds selected below will show the new balance as a result of the transfer.
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. Use the 3-dots menu next to this dropdown to create a new fund on the fly if needed.
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. Use the 3-dots menu next to this dropdown to create a new fund on the fly if needed.
Note: Positive fund-ending balances are not required during a fund transfer.
You can also check Keep open to add another if you want to perform additional transfers without closing the pop up after each one.
Once you are done entering the required fields, click Save to perform the transfer. If you aren't ready to post it yet, click Save As Draft to save a draft entry you can return to later.