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Fund Transfers in Aplos

You can easily transfer between funds from the Start New Fund Transfer.

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  • You’ll need a date and memo (reference title) for the transfer
  • Select within which asset account the transfer is happening (e.g. 1000 Checking)
  • Enter the amount to be transferred
  • Select the source fund–where the money is currently
  • Select the target fund–where the money needs to go

See example screenshot below:

Fund Transfer Sample

Once posted, you will see a transaction listed in your asset or liability account register. This transaction will show a $0.00 amount because a fund transfer does not affect your register’s balance, it only moves money from one fund to another.

Updated on October 24, 2016

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