Add or edit transfers

You can add or edit transfer transactions to help you keep track of transfers you make in the course of business.

Note: You cannot change the type of transaction. For example, if you entered an expense that was actually a deposit, you must delete the expense and enter the transaction again as a deposit.

  1. Do one of the following.

    • Enter a new transfer: In the Banking screen, click New Transaction, or click the down arrow for the Retrieve Bank Feeds Button > New Transaction, and then click Transfer.
    • Edit an existing transfer: In the Banking screen, click the transfer that you want to change.
  2. Enter or change the information.

    Note: The Date field defaults to the date you add the transfer.

  3. Click Upload Receipt if you want to attach a receipt to the transaction.
  4. Click Save & New to make another entry, or click Save & Close to close the screen.

Note: This feature is available for the iPhone 6s, 7, 8, or X.

  1. Do one of the following.

    • Enter a new transfer:
      • In the Banking screen, tap > > New Transfer.
      • Use the app shortcut on your device to quickly enter a transaction without opening OnBalance. Force touch the app icon on your device, and select New Transfer.
    • Edit an existing transfer: Tap and then the transfer you want to change.
  2. Enter or change the information.

    Notes

    • When using an iPad, tap Edit for the transfer.
    • The Date field defaults to the date you add the transfer.
  3. Tap Save.

Note: This feature is available with the Nougat operating system or above.

  1. Do one of the following.

    • Enter a new transfer:
      • In the Banking screen, tap > > New Transfer.
      • Use the app shortcut on your device to quickly enter a transaction without opening OnBalance. Press and hold the app icon on your device, and select New Transfer.
    • Edit an existing transfer: Tap and then the transfer you want to change.
  2. Enter or change the information.

    Notes

    • When using a tablet, tap Edit for the transfer.
    • The Date field defaults to the date you add the transfer.
  3. Tap Save.

The availability of some or all of these features depends on your OnBalance bundle.


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