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Switching funds from on account to another

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Ernst Ratzka

30 Jun, 2016 02:19 AM

II have three accounts listed in Moneydance. How do I transfer money from my checking account to one of the other accounts? Can this be done automatically or do I have to do it manually?

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1. Archive - How to enter a transfer between accounts in Moneydance

   This is an archived document. Please refer to the more recent knowledge base articles on this page

   Transfers between accounts are very common; credit card bills, transfers to your savings account, funding your IRA, or simply switching banks, transfer transactions are everywhere.

   Entering a transfer transaction is easy; simply enter the "other" account in the category field. In this example we're e...

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