Overview

Move funds between categories within the same bank account and print transfer documentation.

Before you begin

  • Generate Report #8 – Trial Balance (Category) to confirm available balances.

Steps

  1. Go to General Activities > Transfer Entries.
  2. Select the From category, enter the amount and Reason, then add one or more To categories.
  3. Print Transfer and optional Transfer Notice, then Add to Ledger.

Outcome

Transfers are posted and auto-cleared for reconciliation.

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