Transfer funds between CheckBook Accounts

Update, 2/4/2020:  Everything in this article is still 100% true, but there’s an even easier way to create transfers these days.  Go to the Entry menu at the top of your screen and click the New Deposit Transfer… or New Debit Transfer… menu item, and when you get to the From Account or To Account bit just click that button to see a menu of your other Accounts, then click the Account you want to transfer from or to.  Ta-da!  And, if you want to wow everyone with your CheckBook skills, you can create transfers without going to the Entry menu at all – just hold the Option key on your keyboard as you click the Deposit or Debit button at the top left corner of the window.  Whoa!

CheckBook and CheckBook Pro make it easy to transfer funds between your Accounts.  Create an Entry, tell it which Account to transfer to or from, and a matching Entry will automatically be created in the other Account.  Changes to one Entry will automatically appear in the other.

How to transfer funds between Accounts

1. Go to the Account menu at the top of your screen, then go to its Go to Account submenu. Click the name of the Account you’d like to transfer to or from.
2. Click the Entry button at the bottom of the document window.
3. Click the Deposit or Debit button at the top left of the document window. An Entry sheet will appear.
4. Enter the details for the new Entry. When you get to the To or From field, click the field’s label, to the left of the field, and a menu will appear. Click the To Account or From Account item and the field will become a menu button. Click the menu button and choose the Account to transfer to or from.

5.  Click the OK button and a matching Entry will appear in the To or From Account.

Tips

• When transferring funds between Accounts with different Currencies, you’ll see the Exchanged As field below the Amount field, where you can enter the actual Amount to transfer to or from the other Account. Click the Currency Exchange Helper button to the right of this field for help calculating the right exchanged Amount.
• Transfers are italicized in the Entry and Reconcile sections.