How to Transfer Money Between Activity Accounts
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Although we recommend using the Member Activity Account to track charges, fundraising, and payments in one place, some groups may prefer to keep fundraising separate in the Fundraising Activity Account.
In those cases, they may want to transfer funds from Fundraising Activity to Member Activity to cover a balance.
Click Contacts in the sidebar.
In this example, the contact has $200.00 available in their Fundraising Activity account, and a balance of $250.00 owed in their Member Activity account.
We’ll transfer the two hundred dollars from Fundraising Activity to Member Activity. This is accomplished by creating an obligation in each activity account.
First, we’ll create an obligation to move money out of the Fundraising Activity account. Click Fundraising Activity.
Click Add Obligation.
Enter a name for the obligation. For this example, we’ll use “Transfer fundraising to Member Activity.”
Next, enter the amount being transferred out of Fundraising Activity in the Owed by Contact field, then click Save.
On the following screen, click Done.
Now we’ll create an obligation to move money into the Member Activity Account. Click Member Activity.
Again, click Add Obligation.
This time, name the obligation “Funds Received from Fundraising Account.”
Then enter the transferred amount in the Owed to Contact field and click Save.
Click Done on the next screen.
All $200.00 has now been moved from Fundraising Activity into Member Activity, lowering the remaining Member Activity balance to fifty dollars.
