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How to Transfer money from one bank account to another

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Click the Banking icon in the toolbar.


Click the Actions dropdown to the right of the bank account.


Choose New Transfer from the dropdown.


Using the drop-down menus, select the From bank account and the To bank account.


Fill in the required fields:

  • Date: Date transfer is made.
  • Amount: Total amount of transfer.
  • Reference: Type in the identifying reference number you’d like to assign (this is an alphanumeric field).
  • Memo (optional): Use up to 512 characters to create a reminder about this transfer.


When finished entering details of your transfer, click one of the following:

  • Cancel to cancel the transfer in progress.
  • Save to save this transfer in MoneyMinder.

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