Transfer from bank account to cash account

Question asked by Karen Aspinall 3 years ago

Hi could someone show me how to transfer money from the bank account to the cash account. Many thanks!

3 Replies

Hi Karen,

This would be a manual process. If you want to do this from the monthly statement then you would need to use the transfer tab on the statement.

All the best,

Mohamed.

Hi Karen,

You can do so by heading to Money > Bank Accounts, then click transfer next to the bank account you want to transfer from.

All the best,

Mohamed.

... thank you Mohamed - and does that generate an entry to enable reconciliation with the monthly imported bank statement?

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