How to Transfer money from one bank account to another

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Click the Banking icon in the toolbar.

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Click the Actions dropdown to the right of the bank account.

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Choose New Transfer from the dropdown.

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Using the drop-down menus, select the From bank account and the To bank account.

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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.

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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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