This section of the program allows you to transfer money from one account to another, in both the Money In and Money Out sections.

Please Note: You cannot transfer a record into a “locked” month.

1.Click on the [Transfer] tab in the Money In or Money Out sections.
2.The date of the transfer can be changed by accessing the date selector.
3.Select the account you are transferring money From, by accessing the drop-down menu.
4.Select the account you are transferring money To, by accessing the drop-down menu.
5.Type in the amount, or use the up and down arrows to select an amount.
6.Click on the [Transfer] button.

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