How do I transfer amounts from one account to another?

How do I transfer amounts from one account to another?

Did you pay for your credit card with your checking account? Here's how to account for that transfer.

For Non-Corresponding Transactions

These instructions are ONLY when one of those accounts does NOT have a corresponding amount, for example, when withdrawing cash from a checking account. The checking account will have a negative value, and there will be no value in the cash account until you create a manual transaction. 

First, both accounts need to be set up in Sunrise. If not, please complete the set up before attempting to make the transfer of funds.

Next, to transfer money between accounts:

  • go to Accounting > Transactions

  • Click on the green "New transaction" button at the top right of the screen

  • select 'Bank transfer' from the options displaying

  • fill out the data in the screen that pops up

Click on the green "Approve" button to complete the transaction.

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