Make a transfer
Use the Transfers tab to make cash withdrawals, deposits, and transfers between bank accounts.
To make a transfer in OnBalance, follow these steps.
- In the Transactions screen,
click New Transaction.
To open the Transactions screen, click Transactions in the navigation panel.
For more information, see Transactions.
- Click the Transfer tab.
- Enter the information.
- Click Save & New to save and make another transfer, or click Save & Close to save the transfer and close the screen.