How do I add money to, or transfer money, between funds?
Answer
Allocated Funds
- Under Acquisitions>Funds and Ledgers select the Allocated Fund that you need to add money to.
- Open the Allocated Fund by clicking on the title.
- Go to the Transactions tab and select "Allocate Funds." If you need to move money between Allocated Funds, select "Transfer Funds" instead.
Summary Funds and Ledgers
You can not add money to Summary Funds or Ledgers. Instead, you move the necessary Allocated Funds to the desired Summary Funds or Ledger.
- Under Acquisitions>Funds and Ledgers select the Allocated Fund you wish to move and hover over the ellipses
- Select "Move Fund."