Bank Transfers (with video)

From the Home page click on the Banking tab and select a bank account.

Click New Transfer.

Fill in the required fields:

• From bank account: Using the drop down menu, select the bank account you’d like to transfer funds FROM.
• To bank account: Using the drop down menu, select the bank account you’d like to transfer funds TO.
• 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.