Bank transfer amounts are displayed in red if the transfer was out of the bank account currently being processed.
If the transfer was into this account, the amount will be shown in green.
Care should be taken not to duplicate bank transfer entries. Once you have processed the transfer in one bank account, you should move to the other bank account and delete the transaction shown there.
Select Bank Transfer from the Other group in the Category list.
Mclowd displays the Bank Transfer screen partially completed.
If the transfer amount was displayed in red, Mclowd™will auto-fill the From Account with the name of the account you are processing. You will need to select the To Account.
If the transfer amount was displayed in green, Mclowd™will auto-fill the To Account field with the name of the account you are processing. You will need to select the From Account.
Check that the date and amount are correct, and edit the Notes to ensure a meaningful reminder of the transaction details.
Click TRANSFER FUNDS to complete the transfer and return to the data feed transactions screen.
If you process multiple bank accounts via the Data Feed method, there is a risk of duplication of bank transfers. Be sure to check for any duplicate transfer entries and delete them.
