Review a transfer between bank accounts

Use Transfer for money moving between your bank accounts, so the two sides are handled together.

Prepare the transfer

1. Open the source bank account and choose To review.
2. Open the outgoing statement line and select Transfer.
3. Choose the other account in Bank Account.
4. Review the transfer before submitting the final action.

Selecting the destination alone does not record a transfer. On finalization, Cybooks creates or links the opposite leg together with the transfer. Check the accounts carefully before proceeding; this guide does not establish a transfer from an unselected account.