How Can We Help?

Article contents

Recording bank transfers

If you are not using Bank Data Feed verification to enter Bank Transfers, you can record a transfer of funds from one bank account to another using the BANK TRANSFER button on the BANK tab.

Clicking the Bank tab displays a list of your bank and loan accounts. If you scroll down, you will see a list of past bank transfers.

Select the Bank Transfer button to record a new transfer.

Complete the entry as shown and click TRANSFER FUNDS to save.