From time to time, you might need to move money between your bank accounts. WorkingPoint makes it easy to record the transfer of funds from one bank account to another.
To transfer funds from one account to another account:
Go to one of the involved bank accounts and click Record Transaction, then click Funds Transfer.
WorkingPoint prepopulates the Transfer from account with the account you are recording the transfer in.
Select the account you are transferring money to.
Enter the amount of funds being transferred.
(Optional) Add a memo, such as an online transfer confirmation number or reason for the transfer.
The total of the transaction will be deducted from your "from" bank account and added to the "to" bank account.
Click Save.