Bank transfers (with video)

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

Click New Transfer.

Using the drop-down menus, select the bank account you’d like to transfer funds FROM and TO.

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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