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Transfer Money

 
 

 

 

The Transfer Money window allows you to easily move amounts from one money account to another.

After filling in an ID Number and Details of the transfer, select the money accounts that the transfer is between from the drop down lists - as shown below.

Once the accounts have been chosen, the balances of those accounts are displayed. The next step is to enter how much money you are moving into the Amount To Transfer box. You should enter an amount without any currency symbol, just use numbers. Once that is done, press the tab key on the keyboard, or click in any other box in the window to prompt the program into calculating what the new account balances will be. You may keep changing the amounts as much as you wish, to see the effect on the balances.

Once you are happy with the details in the window, click the Post button to post the entry straight to the cashbook. Once this has been posted, the transfer's details will be cleared, ready for another entry.