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.