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.