How do I move money between funds?

Fund to fund transfers are performed in the Adjustments Screen by clicking on the Fund Transfers table:

Having clicked on this table, select the 'Add Fund Transfer'  button and input the details that are required. The example below shows a £5,000 transfer from the General fund to the Buildings fund.

You can keep track of all fund transfers and the affected balances on the Fund Movement Summary report.

To help you better understand the Adjustments module as a whole, please visit the module overview page here.

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