Transferring money between listed accounts

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  • Updated 5 years ago
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  • (Edited)

How do I record a transfer of money between two bank accounts? I can only find how to list money in and money out, but the money is not a payment or income. It is just moving between a holding account and a transaction account.

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Holly Taylor

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Posted 5 years ago

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Official Response

Hi Holly,

In Reckon One the transfer option is available in the banking screen.

Click the Transactions menu > Select the Banking option > In the Banking screen there should be a Transfer money ´╗┐button available in the bottom right section of the screen.