User Support Forum

Hey Neil,
I am needing to move some money from fund 01 to fund 06. I am only seeing a transfer account for “transfer to fund 01” and “transfer from fund 01”. I don’t see the other transfer accounts. I want to readd them, just wanted to make sure there was nothing special I needed to do.

ngaham wrote:Hey Neil,
I am needing to move some money from fund 01 to fund 06. I am only seeing a transfer account for “transfer to fund 01” and “transfer from fund 01”. I don’t see the other transfer accounts. I want to readd them, just wanted to make sure there was nothing special I needed to do.

FWIW .. you really don't need to add separate transfer accounts for each fund. You only need two:

Funds in, Funds out.

Just add them to each fund.

I only have two

9010-000 - Transfer out of fund
9110-000 - Transfer in to fund

so I have 01-9010-000, then 02-9010-000, etc. Same with 01-9110-000, and 02-9110-000, and so on.

You can rename the existing "transfer to fund 01" and "transfer from fund 01" to "transfer out of fund" and "transfer in to fund" and spread them to all your funds. Unless you're going to be doing it all the time. This is covered in the manual way better than I can explain it

Ok. That must be why I removed the other accounts then. Thanks for the help!