Once you have your money in your bank account, you may want to move it around. So you can shuffle funds from one account to another.

A good idea would be to set up a savings plan - move some of your money from your checking account to your savings account on a monthly basis. Don't get us wrong - we want you to get out of debt as soon as possible, but saving for the future is always a good idea as well.

You can specify a transfer rule to determine what amount of money to transfer.

• Exact amount: transfers exactly this amount.
• Transfer up to this amount: Will transfer up to this amount, but will transfer less if the money is needed to pay for expenses or debts. Please note - transfers take precedent over paying down debt. So it will only transfer less than the maximum if it needs the money for a minimum fee or an expense, and won't use it to overpay a debt. Note that the transfer may drop all the way down to $0.
• Transfer at least this amount: Will transfer at least this amount. Please note - transfers take precedent over paying down debt. So it will only transfer more than the minimum if it doesn't need the money for a minimum fee or an expense. The program will prefer to transfer more money instead of overpaying on a debt. If you don't have enough in the bank to at least cover your minimum amount, your report will fail.



To add a transfer:

1. Click on the transfers tool button (the pink piggy bank pointing to the blue piggy bank).
2. Click the large '+' in the lower left.
3. Fill in the transfer's information - from which account, to which account, how much, and when.

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