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How do I transfer money between two funds in the same account register?
How do I transfer money between two funds in the same account register?

Describes how to move money between funds when the money is in the same account.

Updated over a week ago

You will need the Full Write Accounting 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: Positive fund-ending balances are not required during a fund transfer.

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

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