About Intra-Account Transfers

For some, transferring funds between multi-state accounts can sometimes be a data entry nightmare, especially when reporting Splits is involved. The Intra-Account Transfer tool covers the bases when it comes to the data entry for the Splits.


First select where the funds will be coming from and where they will be transferred to, as well as which Financial Account you'd like the funds to be directed to.

After you've completed the fields, including the required Transfer Amount and Donor Date Range, click the Submit button.

A Monetary Contribution transaction will then be created and Splits will be selected based on the criteria you've specified using a smallest donation amounts first preference.

**NOTE: Once a transaction is used for one transfer it will not be used again, unless there is a remainder from the initial transfer.