I've set up my bank accounts in one fund 01 (operations, check only, savings and building fund) do i have to set a second fund account to make transfers
I've set up the transfers in (01-9120-000) already.
transferring between accounts
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Re: transferring between accounts
No .. transfer accounts are used to transfer between Funds, not between asset accounts in the same fund.sdavis0000 wrote: ↑Sat Jun 07, 2025 2:36 amI've set up my bank accounts in one fund 01 (operations, check only, savings and building fund) do i have to set a second fund account to make transfers
I've set up the transfers in (01-9120-000) already.
For that, you would create a simple Fund Account transaction.
For example: Main checking account: 01-1110-000, Savings: 01-1210-000 , to transfer from savings to checking you'd create this:
01-1110-000 DEBIT $1000.00 - money in
01-1210-000 CREDIT $1000.00 - money out
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.