Transfers

What it does

Transfers record money moving between your own accounts — for example, moving funds from a current account to a savings account. They automatically create matching transactions in both accounts.

Key actions

• Create transfers between any two accounts
• Set transfer dates and reference numbers
• View and print transfer records
• Delete transfers (removes both sides)

Getting started

Go to Banking > Transfers. Click "New Transfer", select the from and to accounts, enter the amount, and save.