Find anything about our product, search our documentation, and more. Enter a query in the search input above, and results will be displayed as you type.

Resource center

Resource Categories

Transfers between accounts

09/03/19
  1. Select ‘Transfers & Payments’ menu and then ‘Between Accounts’.
  2. Select a ‘From’ account.
  3. Select a ‘To’ account.
  4. Enter a dollar amount.

    NOTE: To setup a recurring transfer, follow the steps in the ‘Recurring Transfers’ section beginning on the next page.
  5. Select a ‘Transfer Date’ for the transaction.
  6. Enter a Memo for the transaction. (Optional)
  7. Click ‘Transfer Funds’ to complete the transaction.

Recurring Transfers

  1. Select the desired frequency from the drop-down menu.
  2. Select the desired 'Repeat Duration'.
    1. Forever (Until I Cancel)
    2. Until Date (Set An End Date)