[Closed] How do I record a Transfer between Funds? (Fund Transfer)

How do I record a Transfer between Funds? (Fund Transfer)

1. Navigate to Transfers>Fund & Event Transfers (2nd Sub-tab)
2. Click the New Transfer button and enter your Fund transfer details into the initial form. This will allow you make a simple one-to-one transfer between two Funds.
3. When you save your initial entry, if required, you can then add additional Fund and Event transfer lines to this transaction by clicking the Edit/Add Additional Transfer Lines and Events button. This feature allows you create complex transfers, such as one-to-many or many-to-many, between both Funds and Events.
   • Importantly, your transfer must balance (ie. the total "Transfer To" and "Transfer From" values must be the same). Clubtreasurer will warn you if your Transfer does not balance and this must be corrected to ensure your accounts are accurate.
   • When adding additional Transfer lines in Step 3, you will probably need to adjust your initial line amounts (entered in Step 2) to balance the transfer.

If you want to record an Event only transfer, at Step 2 select the same Fund for the transfer. When you save this, you will then be able to add Events to your transfer line(s).

Please see this Help page for more details: https://clubtreasurer.com/blog/user-guide/fund-types/#fundTransfer