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How to transfer $ from savings account to investment account

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Kent Young

30 Jan, 2024 10:51 PM

My savings account has no provision to move money out.

1. 1 Posted by dwg on 30 Jan, 2024 11:11 PM

   

   I'm s fellow user.

   When entering a transaction, selected the category field, in the drop down, scroll up and select the account the funds are to be moved to.

   Categories are really just a type of account.

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2. 2 Posted by R KENT YOUNG on 30 Jan, 2024 11:38 PM

   
   
   

   Kent Young 

   
   

   On Jan 30, 2024, at 5:11 PM, dwg <[email blocked]> wrote:
   
   

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   // Please reply above this line ================================================== From: dwg I'm s fellow user. When entering a transaction, selected the category field, in the drop down, scroll up and select the account the funds are to be moved to. Categories are really just a type of account. On Tue, Jan 30 at 02:51 PM PST, Kent Young wrote: My savings account has no provision to move money out.

   Having trouble reading this? View this discussion online: How to transfer $ from savings account to investment account. Reply with #ignore to stop receiving notifications for this discussion.

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3. 3 Posted by dwg on 30 Jan, 2024 11:43 PM

   

   Replying using email is often problematic and results in just a repost of the last message.

   I suggest you use the web interface.

   https://infinitekind.tenderapp.com/discussions/investments/8342-how-to-transfer-from-savings-account-to-investment-account

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4. Maddy closed this discussion on 31 Jan, 2024 09:11 AM.

5. Maddy re-opened this discussion on 31 Jan, 2024 09:12 AM

6. Support Staff 4 Posted by Maddy on 31 Jan, 2024 09:13 AM

   

   Hi Kent,

   I can see you’ve received a reply from one of our knowledgeable Moneydance customers and it appears you’ve got this resolved.
   I'd close this discussion for now, but please don't hesitate to get back in touch, if you need further assistance.

   --
   Maddy, Infinite Kind Support

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7. Maddy closed this discussion on 31 Jan, 2024 09:13 AM.