1. Home
  2. Knowledge Base
  3. Banking
  4. Transfers
  5. How to Transfer money from one bank account to another

How to Transfer money from one bank account to another

Watch Video

Click the Banking icon in the sidebar.


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.
  • Reference: Enter reference number or information.
  • Amount: Total amount of transfer.
  • 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.

Back to the top

Was this article helpful?

Related Articles

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Need Support?

Can't find the answer you're looking for?
Contact Support
7/1 financial year start date? 11/15. ⏰   E-File Your 990-N or 990-EZ
until the 990-N or 990-EZ is due for groups with a 7/1 start date. Get started.