Transfer #

When you begin to create a transaction in this window, this field automatically displays the next AccountEdge transfer (TR) number available.

If you highlight the field, Auto # appears. You can choose to delete Auto # and enter a new number for the transaction. If you enter a number here, consider leaving the TR prefix assigned to the number, so it's easy for you to distinguish the transaction as a transfer transaction. If you choose to enter a number in the ID # field, the next time you record a transfer transaction, the ID number will automatically revert to the next available AccountEdge TR number; it won't increase the number you entered by one.

Transfer Date

Enter the date on which the bank should make the transfer

Transfer Money From

Enter the name of the account from which the money will be transferred, or click the search icon to display a search list of bank accounts to choose from.

Transfer Money To

Enter the name of the account to which the money will be transferred, or click the search icon to display a search list of bank accounts to choose from.

Amount

Enter the amount of money you want to transfer.

Memo

Enter a description of the transfer transaction, or accept the default memo. This description will appear on various MYOB AccountEdge reports and journals.

If you change the default memo, you should keep the word "Transfer" in the memo to remind you of the nature of the transaction.

Current Balance

This column displays the balance before the transfer of the accounts you chose in the Transfer Money From field and in the Transfer Money To field.

Balance After Transfer

This column displays the balance after the transfer of the accounts you chose in the Transfer Money From field and in the Transfer Money To field.

Save as Recurring button

Click this button to open the Edit Recurring Schedule window where you can save the entries you made for this money transfer as a recurring transaction and set up a schedule for recording it on a regular basis in the future.

You can change the information on a recurring transaction as needed from the Recurring Transactions List window. Until you record them, recurring transactions have no effect on your fiscal records.

Reminder: Even if you saved a transaction's entries as a recurring transaction, you must still click the Record button to record the transaction.

Use Recurring button

Click this button to open the Select a Recurring Transaction window and select a recurring Transfer Money transaction.

Category

Select from the list the category to which you wish to assign this transaction. (The categories in this list were created in the Edit Category window).

This field appears only if you marked the Turn Category Tracking On field in the System view of the Preferences window.

If you selected the Required option when you chose that preference, you must select a category here before you can record this transaction.

Journal button

Click this button to open the Transaction Journal window where you can view a list of your transfers.

Record button

Click this button to accept the entries you made in this window and record this transaction.

Cancel button

Click this button to clear any entries you've made and close this window.